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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,672 | $114,013-11.7% | $103,693-2.9% | $155,188-35.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.85% | 49.31%-34.5pp | 47.61%-32.8pp | 148.84%-134.0pp |
| Employer contribution / active EE | $2,958 | $3,131-5.5% | $2,920+1.3% | $4,248-30.4% |
| Participant deferral / active EE | $2,958 | $4,970-40.5% | $4,579-35.4% | $6,531-54.7% |
| Admin fee / account holder | $1,138 | $8,407-86.5% | $7,858-85.5% | $14,480-92.1% |