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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 | $110,158 | $162,821-32.3% | $133,978-17.8% | $158,982-30.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.91% | 41.95%-31.0pp | 45.10%-34.2pp | 302.99%-292.1pp |
| Employer contribution / active EE | $11,940 | $4,976+139.9% | $3,919+204.7% | $4,763+150.7% |
| Participant deferral / active EE | $12,289 | $5,910+107.9% | $5,047+143.5% | $5,983+105.4% |
| Admin fee / account holder | $41,543 | $11,742+253.8% | $8,930+365.2% | $11,252+269.2% |