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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 | $104,065 | $141,004-26.2% | $112,273-7.3% | $139,466-25.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.09% | 32.75%-16.7pp | 30.23%-14.1pp | 373.66%-357.6pp |
| Employer contribution / active EE | $10,155 | $4,285+137.0% | $3,431+195.9% | $4,754+113.6% |
| Participant deferral / active EE | $4,743 | $5,878-19.3% | $4,800-1.2% | $6,712-29.3% |
| Admin fee / account holder | $8,289 | $9,959-16.8% | $7,752+6.9% | $11,409-27.3% |