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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 | $95,831 | $110,278-13.1% | $95,740+0.1% | $139,466-31.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.08% | 27.19%-8.1pp | 28.41%-9.3pp | 373.66%-354.6pp |
| Employer contribution / active EE | $9,197 | $3,260+182.1% | $2,836+224.3% | $4,754+93.5% |
| Participant deferral / active EE | $10,209 | $4,674+118.4% | $4,244+140.6% | $6,712+52.1% |
| Admin fee / account holder | $391 | $6,613-94.1% | $5,676-93.1% | $11,409-96.6% |