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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 | $100,364 | $113,338-11.4% | $94,993+5.7% | $147,586-32.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 14.00% | 20.80%-6.8pp | 27.14%-13.1pp | 578.59%-564.6pp |
| Employer contribution / active EE | $12,500 | $3,160+295.5% | $2,603+380.1% | $4,876+156.3% |
| Participant deferral / active EE | $6,345 | $3,777+68.0% | $3,317+91.3% | $5,439+16.7% |
| Admin fee / account holder | $8,665 | $6,063+42.9% | $4,960+74.7% | $10,886-20.4% |