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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 | $94,110 | $105,856-11.1% | $90,161+4.4% | $147,586-36.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.42% | 37.63%-14.2pp | 34.89%-11.5pp | 578.59%-555.2pp |
| Employer contribution / active EE | $10,444 | $4,126+153.1% | $3,318+214.8% | $4,876+114.2% |
| Participant deferral / active EE | $12,977 | $5,733+126.4% | $5,287+145.4% | $5,439+138.6% |
| Admin fee / account holder | $2,140 | $8,046-73.4% | $5,943-64.0% | $10,886-80.3% |