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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 | $127,295 | $156,616-18.7% | $133,346-4.5% | $198,609-35.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 4.14% | 44.25%-40.1pp | 36.85%-32.7pp | 202.70%-198.6pp |
| Employer contribution / active EE | $17,585 | $3,368+422.1% | $2,853+516.3% | $5,055+247.9% |
| Participant deferral / active EE | $7,432 | $4,920+51.1% | $4,332+71.6% | $6,977+6.5% |
| Admin fee / account holder | $25,763 | $17,468+47.5% | $14,264+80.6% | $19,030+35.4% |