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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 | $94,434 | $232,540-59.4% | $185,117-49.0% | $147,585-36.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.19% | 43.03%-32.8pp | 40.50%-30.3pp | 578.58%-568.4pp |
| Employer contribution / active EE | $11,269 | $5,195+116.9% | $4,182+169.5% | $4,876+131.1% |
| Participant deferral / active EE | $6,974 | $5,834+19.5% | $5,045+38.2% | $5,439+28.2% |
| Admin fee / account holder | $2,172 | $10,275-78.9% | $8,159-73.4% | $10,886-80.0% |