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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 | $110,322 | $110,3370% | $102,383+7.8% | $145,877-24.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.51% | 24.83%-8.3pp | 24.94%-8.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $15,566 | $4,216+269.2% | $3,870+302.2% | $4,663+233.8% |
| Participant deferral / active EE | $11,810 | $5,621+110.1% | $5,060+133.4% | $6,691+76.5% |
| Admin fee / account holder | $4,113 | $9,750-57.8% | $8,391-51.0% | $13,402-69.3% |