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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 | $102,086 | $77,908+31.0% | $149,696-31.8% | $75,173+35.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.60% | 31.73%-16.1pp | 134.46%-118.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $4,188 | $3,138+33.5% | $4,821-13.1% | $2,671+56.8% |
| Participant deferral / active EE | $6,405 | $3,411+87.8% | $5,682+12.7% | $4,126+55.2% |
| Admin fee / account holder | $951 | $5,950-84.0% | $13,212-92.8% | $5,651-83.2% |