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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 | $106,391 | $132,099-19.5% | $115,599-8.0% | $138,895-23.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 10.19% | 176.76%-166.6pp | 111.10%-100.9pp | 145.39%-135.2pp |
| Employer contribution / active EE | $2,785 | $3,416-18.5% | $2,955-5.8% | $4,194-33.6% |
| Participant deferral / active EE | $11,262 | $5,617+100.5% | $4,889+130.3% | $6,396+76.1% |
| Admin fee / account holder | $63,482 | $15,650+305.6% | $12,841+394.4% | $12,562+405.3% |