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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 | $106,586 | $118,875-10.3% | $96,572+10.4% | $167,553-36.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.80% | 50.50%-33.7pp | 37.79%-21.0pp | 478.89%-462.1pp |
| Employer contribution / active EE | $13,164 | $3,121+321.8% | $2,357+458.4% | $4,840+172.0% |
| Participant deferral / active EE | $7,685 | $4,617+66.4% | $3,850+99.6% | $6,343+21.2% |
| Admin fee / account holder | $2,486 | $8,070-69.2% | $6,183-59.8% | $12,316-79.8% |