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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 | $98,117 | $152,619-35.7% | $125,195-21.6% | $152,909-35.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.50% | 54.85%-34.3pp | 43.79%-23.3pp | 345.46%-325.0pp |
| Employer contribution / active EE | $13,695 | $4,947+176.8% | $3,866+254.2% | $4,764+187.5% |
| Participant deferral / active EE | $13,749 | $5,869+134.3% | $4,937+178.5% | $5,851+135.0% |
| Admin fee / account holder | $7,727 | $13,437-42.5% | $9,704-20.4% | $11,601-33.4% |