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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 | $105,019 | $115,814-9.3% | $101,275+3.7% | $158,982-33.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.38% | 56.16%-45.8pp | 46.48%-36.1pp | 302.99%-292.6pp |
| Employer contribution / active EE | $3,209 | $4,176-23.1% | $3,660-12.3% | $4,763-32.6% |
| Participant deferral / active EE | $6,670 | $4,958+34.5% | $4,371+52.6% | $5,983+11.5% |
| Admin fee / account holder | $855 | $7,249-88.2% | $5,948-85.6% | $11,252-92.4% |