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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 | $114,149 | $124,336-8.2% | $111,303+2.6% | $167,518-31.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.61% | 37.45%-23.8pp | 54.66%-41.0pp | 478.71%-465.1pp |
| Employer contribution / active EE | $10,107 | $3,436+194.1% | $2,731+270.0% | $4,838+108.9% |
| Participant deferral / active EE | $6,155 | $5,181+18.8% | $4,487+37.2% | $6,342-2.9% |
| Admin fee / account holder | $6,257 | $10,623-41.1% | $7,966-21.5% | $12,312-49.2% |