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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 | $99,993 | $115,814-13.7% | $101,275-1.3% | $158,982-37.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.07% | 56.16%-47.1pp | 46.48%-37.4pp | 302.99%-293.9pp |
| Employer contribution / active EE | $13,410 | $4,176+221.1% | $3,660+266.4% | $4,763+181.6% |
| Participant deferral / active EE | $10,554 | $4,958+112.9% | $4,371+141.5% | $5,983+76.4% |
| Admin fee / account holder | $86,725 | $7,249+1096.4% | $5,948+1358.1% | $11,252+670.8% |