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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 | $93,140 | $110,337-15.6% | $102,383-9.0% | $145,877-36.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.39% | 24.83%-11.4pp | 24.94%-11.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $5,796 | $4,216+37.5% | $3,870+49.8% | $4,663+24.3% |
| Participant deferral / active EE | $18,680 | $5,621+232.3% | $5,060+269.2% | $6,691+179.2% |
| Admin fee / account holder | $300,258 | $9,750+2979.7% | $8,391+3478.2% | $13,402+2140.4% |