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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 | $96,874 | $110,337-12.2% | $102,383-5.4% | $145,877-33.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.52% | 24.83%-9.3pp | 24.94%-9.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $11,369 | $4,216+169.7% | $3,870+193.7% | $4,663+143.8% |
| Participant deferral / active EE | $11,544 | $5,621+105.4% | $5,060+128.2% | $6,691+72.5% |
| Admin fee / account holder | $44,444 | $9,750+355.9% | $8,391+429.6% | $13,402+231.6% |