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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 | $100,683 | $111,535-9.7% | $105,223-4.3% | $137,256-26.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.28% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $7,479 | $3,939+89.8% | $3,689+102.8% | $4,156+79.9% |
| Participant deferral / active EE | $9,212 | $5,500+67.5% | $5,072+81.6% | $6,407+43.8% |
| Admin fee / account holder | $1,652 | $9,721-83.0% | $8,859-81.4% | $12,270-86.5% |