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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 | $99,758 | $117,444-15.1% | $99,479+0.3% | $152,909-34.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 15.13% | 31.87%-16.7pp | 30.72%-15.6pp | 345.46%-330.3pp |
| Employer contribution / active EE | $14,366 | $3,014+376.7% | $2,540+465.5% | $4,764+201.6% |
| Participant deferral / active EE | $11,271 | $4,086+175.8% | $3,619+211.4% | $5,851+92.6% |
| Admin fee / account holder | $4,660 | $7,635-39.0% | $6,253-25.5% | $11,601-59.8% |