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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 | $105,048 | $111,535-5.8% | $105,223-0.2% | $137,256-23.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.03% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $13,235 | $3,939+236.0% | $3,689+258.8% | $4,156+218.5% |
| Participant deferral / active EE | $9,488 | $5,500+72.5% | $5,072+87.1% | $6,407+48.1% |
| Admin fee / account holder | $2,710 | $9,721-72.1% | $8,859-69.4% | $12,270-77.9% |