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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 | $104,994 | $109,372-4.0% | $89,414+17.4% | $158,966-34.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.65% | 345.55%-333.9pp | 245.50%-233.9pp | 302.95%-291.3pp |
| Employer contribution / active EE | $20,594 | $3,171+549.3% | $2,586+696.2% | $4,762+332.4% |
| Participant deferral / active EE | $3,752 | $4,598-18.4% | $3,890-3.5% | $5,983-37.3% |
| Admin fee / account holder | $10,583 | $6,156+71.9% | $4,883+116.7% | $11,250-5.9% |