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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 | $101,169 | $104,694-3.4% | $85,709+18.0% | $167,536-39.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.15% | 21.45%-8.3pp | 21.49%-8.3pp | 478.82%-465.7pp |
| Employer contribution / active EE | $5,578 | $3,337+67.1% | $2,619+113.0% | $4,839+15.3% |
| Participant deferral / active EE | $8,228 | $4,826+70.5% | $3,924+109.7% | $6,342+29.7% |
| Admin fee / account holder | $22,609 | $10,035+125.3% | $6,876+228.8% | $12,315+83.6% |