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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 | $95,647 | $211,224-54.7% | $178,505-46.4% | $145,897-34.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.07% | 30.28%-12.2pp | 27.16%-9.1pp | 552.29%-534.2pp |
| Employer contribution / active EE | $10,130 | $4,577+121.3% | $3,955+156.1% | $4,663+117.3% |
| Participant deferral / active EE | $3,914 | $6,966-43.8% | $6,280-37.7% | $6,689-41.5% |
| Admin fee / account holder | $371 | $12,109-96.9% | $10,428-96.4% | $13,390-97.2% |