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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 | $91,326 | $86,288+5.8% | $111,306-18.0% | $85,851+6.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.62% | 19.99%-3.4pp | 54.67%-38.1pp | 318.63%-302.0pp |
| Employer contribution / active EE | $6,140 | $2,044+200.5% | $2,732+124.8% | $2,565+139.3% |
| Participant deferral / active EE | $7,651 | $3,641+110.1% | $4,488+70.5% | $3,952+93.6% |
| Admin fee / account holder | $6,599 | $8,189-19.4% | $7,966-17.2% | $6,261+5.4% |