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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 | $94,131 | $100,147-6.0% | $81,286+15.8% | $145,877-35.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.93% | 34.44%-23.5pp | 24.80%-13.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $9,975 | $2,977+235.0% | $2,463+305.0% | $4,663+113.9% |
| Participant deferral / active EE | $9,567 | $4,607+107.7% | $3,883+146.4% | $6,691+43.0% |
| Admin fee / account holder | $23,465 | $8,201+186.1% | $5,764+307.1% | $13,402+75.1% |