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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 | $95,012 | $117,895-19.4% | $102,460-7.3% | $145,897-34.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.01% | 31.92%-22.9pp | 29.47%-20.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $8,724 | $3,619+141.1% | $3,025+188.4% | $4,663+87.1% |
| Participant deferral / active EE | $10,353 | $5,736+80.5% | $5,056+104.8% | $6,689+54.8% |
| Admin fee / account holder | $31,614 | $13,353+136.8% | $9,460+234.2% | $13,390+136.1% |