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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 | $99,685 | $113,338-12.0% | $94,993+4.9% | $147,585-32.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 12.34% | 20.80%-8.5pp | 27.14%-14.8pp | 578.58%-566.2pp |
| Employer contribution / active EE | $13,639 | $3,160+331.5% | $2,603+423.9% | $4,876+179.7% |
| Participant deferral / active EE | $10,432 | $3,777+176.2% | $3,317+214.5% | $5,439+91.8% |
| Admin fee / account holder | $22,495 | $6,063+271.0% | $4,960+353.5% | $10,886+106.6% |