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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 | $117,846-19.4% | $102,434-7.2% | $145,884-34.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.01% | 31.90%-22.9pp | 29.46%-20.4pp | 551.85%-542.8pp |
| Employer contribution / active EE | $8,724 | $3,615+141.3% | $3,023+188.6% | $4,662+87.1% |
| Participant deferral / active EE | $10,353 | $5,733+80.6% | $5,055+104.8% | $6,690+54.8% |
| Admin fee / account holder | $31,614 | $13,356+136.7% | $9,462+234.1% | $13,392+136.1% |