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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 | $102,164 | $232,540-56.1% | $185,117-44.8% | $147,586-30.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.07% | 43.03%-32.0pp | 40.50%-29.4pp | 578.59%-567.5pp |
| Employer contribution / active EE | $5,300 | $5,195+2.0% | $4,182+26.7% | $4,876+8.7% |
| Participant deferral / active EE | $7,960 | $5,834+36.4% | $5,045+57.8% | $5,439+46.4% |
| Admin fee / account holder | $88,056 | $10,275+757.0% | $8,159+979.2% | $10,886+708.9% |