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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 | $127,053 | $157,829-19.5% | $136,867-7.2% | $198,609-36.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.39% | 51.25%-39.9pp | 42.97%-31.6pp | 202.70%-191.3pp |
| Employer contribution / active EE | $35,791 | $3,923+812.4% | $3,547+909.1% | $5,055+608.0% |
| Participant deferral / active EE | $22,616 | $5,463+314.0% | $4,924+359.3% | $6,977+224.2% |
| Admin fee / account holder | $119,064 | $11,107+971.9% | $10,340+1051.5% | $19,030+525.7% |