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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 | $98,638 | $124,330-20.7% | $109,173-9.7% | $167,536-41.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.59% | 26.04%-14.4pp | 25.75%-14.2pp | 478.82%-467.2pp |
| Employer contribution / active EE | $10,543 | $4,209+150.5% | $3,723+183.2% | $4,839+117.9% |
| Participant deferral / active EE | $6,745 | $5,256+28.3% | $4,654+44.9% | $6,342+6.3% |
| Admin fee / account holder | $1,127 | $7,974-85.9% | $6,755-83.3% | $12,315-90.9% |