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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 | $65,250 | $114,119-42.8% | $107,187-39.1% | $138,895-53.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.61% | 273.21%-258.6pp | 204.55%-189.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $7,032 | $4,059+73.3% | $3,782+85.9% | $4,194+67.7% |
| Participant deferral / active EE | $6,613 | $5,538+19.4% | $5,096+29.8% | $6,396+3.4% |
| Admin fee / account holder | $99,245 | $10,024+890.1% | $9,162+983.2% | $12,562+690.0% |