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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 | $89,201 | $98,240-9.2% | $82,313+8.4% | $147,585-39.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.70% | 30.85%-18.2pp | 25.88%-13.2pp | 578.58%-565.9pp |
| Employer contribution / active EE | $12,198 | $3,192+282.2% | $2,428+402.3% | $4,876+150.1% |
| Participant deferral / active EE | $5,739 | $4,383+30.9% | $3,706+54.8% | $5,439+5.5% |
| Admin fee / account holder | $15,741 | $8,563+83.8% | $5,608+180.7% | $10,886+44.6% |