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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 | $112,392 | $112,729-0.3% | $98,716+13.9% | $137,256-18.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.25% | 38.48%-27.2pp | 31.81%-20.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $9,126 | $2,725+234.9% | $2,279+300.5% | $4,156+119.6% |
| Participant deferral / active EE | $4,180 | $4,640-9.9% | $4,048+3.3% | $6,407-34.8% |
| Admin fee / account holder | $45,978 | $10,129+353.9% | $8,703+428.3% | $12,270+274.7% |