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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 | $94,835 | $112,131-15.4% | $95,964-1.2% | $158,982-40.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.23% | 171.19%-154.0pp | 91.64%-74.4pp | 302.99%-285.8pp |
| Employer contribution / active EE | $11,477 | $3,199+258.8% | $2,541+351.6% | $4,763+141.0% |
| Participant deferral / active EE | $8,702 | $4,784+81.9% | $4,167+108.9% | $5,983+45.4% |
| Admin fee / account holder | $779 | $10,136-92.3% | $6,797-88.5% | $11,252-93.1% |