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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 | $96,362 | $162,821-40.8% | $133,978-28.1% | $158,982-39.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.02% | 41.95%-25.9pp | 45.10%-29.1pp | 302.99%-287.0pp |
| Employer contribution / active EE | $9,061 | $4,976+82.1% | $3,919+131.2% | $4,763+90.3% |
| Participant deferral / active EE | $11,019 | $5,910+86.4% | $5,047+118.3% | $5,983+84.2% |
| Admin fee / account holder | $1,522 | $11,742-87.0% | $8,930-83.0% | $11,252-86.5% |