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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 | $82,241 | $115,814-29.0% | $101,275-18.8% | $158,982-48.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.72% | 56.16%-46.4pp | 46.48%-36.8pp | 302.99%-293.3pp |
| Employer contribution / active EE | $10,143 | $4,176+142.9% | $3,660+177.1% | $4,763+113.0% |
| Participant deferral / active EE | $8,071 | $4,958+62.8% | $4,371+84.7% | $5,983+34.9% |
| Admin fee / account holder | $10,379 | $7,249+43.2% | $5,948+74.5% | $11,252-7.8% |