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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 | $97,376 | $141,004-30.9% | $112,273-13.3% | $139,456-30.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.88% | 32.75%-18.9pp | 30.23%-16.3pp | 373.45%-359.6pp |
| Employer contribution / active EE | $11,830 | $4,285+176.1% | $3,431+244.8% | $4,753+148.9% |
| Participant deferral / active EE | $8,517 | $5,878+44.9% | $4,800+77.4% | $6,711+26.9% |
| Admin fee / account holder | $1,252 | $9,959-87.4% | $7,752-83.9% | $11,407-89.0% |