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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 | $99,001 | $108,911-9.1% | $100,392-1.4% | $145,884-32.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.67% | 58.23%-43.6pp | 49.45%-34.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,357 | $4,420-69.3% | $3,941-65.6% | $4,662-70.9% |
| Participant deferral / active EE | $14,150 | $8,459+67.3% | $8,090+74.9% | $6,690+111.5% |
| Admin fee / account holder | $8,636 | $9,698-11.0% | $7,904+9.3% | $13,392-35.5% |