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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 | $112,729-11.8% | $98,716+0.7% | $137,256-27.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.62% | 38.48%-27.9pp | 31.81%-21.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $9,460 | $2,725+247.1% | $2,279+315.2% | $4,156+127.6% |
| Participant deferral / active EE | $6,200 | $4,640+33.6% | $4,048+53.2% | $6,407-3.2% |
| Admin fee / account holder | $50,018 | $10,129+393.8% | $8,703+474.7% | $12,270+307.6% |