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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 | $120,633 | $124,330-3.0% | $109,173+10.5% | $167,536-28.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.04% | 26.04%-16.0pp | 25.75%-15.7pp | 478.82%-468.8pp |
| Employer contribution / active EE | $10,000 | $4,209+137.6% | $3,723+168.6% | $4,839+106.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $938 | $7,974-88.2% | $6,755-86.1% | $12,315-92.4% |