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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 | $99,083 | $124,351-20.3% | $109,188-9.3% | $167,553-40.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.15% | 26.04%-15.9pp | 25.76%-15.6pp | 478.89%-468.7pp |
| Employer contribution / active EE | $12,459 | $4,210+196.0% | $3,723+234.7% | $4,840+157.4% |
| Participant deferral / active EE | $10,175 | $5,257+93.6% | $4,654+118.6% | $6,343+60.4% |
| Admin fee / account holder | $14,926 | $7,975+87.2% | $6,755+120.9% | $12,316+21.2% |