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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 | $123,155-19.3% | $108,753-8.6% | $155,188-35.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.62% | 44.73%-34.1pp | 37.47%-26.8pp | 148.84%-138.2pp |
| Employer contribution / active EE | $9,460 | $2,811+236.5% | $2,427+289.9% | $4,248+122.7% |
| Participant deferral / active EE | $6,200 | $4,623+34.1% | $4,115+50.7% | $6,531-5.1% |
| Admin fee / account holder | $50,018 | $12,126+312.5% | $10,320+384.7% | $14,480+245.4% |