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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 | $99,421 | $156,616-36.5% | $133,346-25.4% | $198,609-49.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 10.62% | 44.25%-33.6pp | 36.85%-26.2pp | 202.70%-192.1pp |
| Employer contribution / active EE | $9,460 | $3,368+180.9% | $2,853+231.5% | $5,055+87.1% |
| Participant deferral / active EE | $6,200 | $4,920+26.0% | $4,332+43.1% | $6,977-11.1% |
| Admin fee / account holder | $50,018 | $17,468+186.3% | $14,264+250.7% | $19,030+162.8% |