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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 | $110,248-13.1% | $95,728+0.1% | $139,456-31.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.08% | 27.16%-8.1pp | 28.40%-9.3pp | 373.45%-354.4pp |
| Employer contribution / active EE | $9,197 | $3,258+182.2% | $2,835+224.4% | $4,753+93.5% |
| Participant deferral / active EE | $10,209 | $4,675+118.4% | $4,245+140.5% | $6,711+52.1% |
| Admin fee / account holder | $391 | $6,607-94.1% | $5,673-93.1% | $11,407-96.6% |