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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 | $92,791 | $104,694-11.4% | $85,709+8.3% | $167,536-44.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.57% | 21.45%-7.9pp | 21.49%-7.9pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,733 | $3,337-18.1% | $2,619+4.4% | $4,839-43.5% |
| Participant deferral / active EE | $9,092 | $4,826+88.4% | $3,924+131.7% | $6,342+43.4% |
| Admin fee / account holder | $19,048 | $10,035+89.8% | $6,876+177.0% | $12,315+54.7% |