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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 | $80,461 | $114,119-29.5% | $107,187-24.9% | $138,895-42.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.26% | 273.21%-261.9pp | 204.55%-193.3pp | 145.39%-134.1pp |
| Employer contribution / active EE | $7,161 | $4,059+76.4% | $3,782+89.3% | $4,194+70.7% |
| Participant deferral / active EE | $5,640 | $5,538+1.8% | $5,096+10.7% | $6,396-11.8% |
| Admin fee / account holder | $44,432 | $10,024+343.3% | $9,162+384.9% | $12,562+253.7% |