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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 | $79,253 | $83,337-4.9% | $67,834+16.8% | $273,972-71.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 10.96% | 259.45%-248.5pp | 138.47%-127.5pp | 41.46%-30.5pp |
| Employer contribution / active EE | $9,346 | $3,287+184.3% | $2,403+288.9% | $4,869+92.0% |
| Participant deferral / active EE | $13,163 | $4,088+222.0% | $3,160+316.6% | $5,287+148.9% |
| Admin fee / account holder | $1,520 | $6,752-77.5% | $4,622-67.1% | $10,133-85.0% |