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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 | $109,260 | $118,877-8.1% | $96,570+13.1% | $167,536-34.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.46% | 50.50%-41.0pp | 37.79%-28.3pp | 478.82%-469.4pp |
| Employer contribution / active EE | $15,011 | $3,121+381.0% | $2,357+536.8% | $4,839+210.2% |
| Participant deferral / active EE | $14,840 | $4,617+221.4% | $3,849+285.5% | $6,342+134.0% |
| Admin fee / account holder | $382 | $8,069-95.3% | $6,182-93.8% | $12,315-96.9% |