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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 | $112,856 | $100,805+12.0% | $86,698+30.2% | $134,532-16.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 11.06% | 29.09%-18.0pp | 35.95%-24.9pp | 418.27%-407.2pp |
| Employer contribution / active EE | $9,641 | $3,490+176.2% | $2,837+239.8% | $4,741+103.3% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,000 | $10,925-26.8% | $7,493+6.8% | $11,429-30.0% |