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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 | $113,625 | $118,695-4.3% | $98,916+14.9% | $158,950-28.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.00% | 372.39%-358.4pp | 196.45%-182.5pp | 302.91%-288.9pp |
| Employer contribution / active EE | $5,231 | $3,333+56.9% | $2,689+94.5% | $4,762+9.8% |
| Participant deferral / active EE | $2,809 | $5,088-44.8% | $4,245-33.8% | $5,983-53.1% |
| Admin fee / account holder | $19,600 | $10,132+93.4% | $6,642+195.1% | $11,248+74.2% |