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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 | $139,301 | $124,346+12.0% | $111,306+25.2% | $167,553-16.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.87% | 37.46%-26.6pp | 54.67%-43.8pp | 478.89%-468.0pp |
| Employer contribution / active EE | $9,114 | $3,438+165.1% | $2,732+233.6% | $4,840+88.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,461 | $10,623-76.8% | $7,966-69.1% | $12,316-80.0% |