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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 | $113,483 | $142,405-20.3% | $115,157-1.5% | $152,870-25.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 12.31% | 41.48%-29.2pp | 35.60%-23.3pp | 345.34%-333.0pp |
| Employer contribution / active EE | $9,896 | $4,010+146.8% | $3,179+211.3% | $4,763+107.8% |
| Participant deferral / active EE | $11,192 | $5,164+116.7% | $4,168+168.5% | $5,850+91.3% |
| Admin fee / account holder | $851 | $8,462-89.9% | $7,088-88.0% | $11,597-92.7% |