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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 | $107,326 | $110,337-2.7% | $102,383+4.8% | $145,877-26.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.83% | 24.83%-15.0pp | 24.94%-15.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $11,174 | $4,216+165.0% | $3,870+188.7% | $4,663+139.6% |
| Participant deferral / active EE | $19,806 | $5,621+252.4% | $5,060+291.4% | $6,691+196.0% |
| Admin fee / account holder | $22,434 | $9,750+130.1% | $8,391+167.4% | $13,402+67.4% |