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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 | $93,530 | $118,877-21.3% | $96,570-3.1% | $167,536-44.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.32% | 50.50%-42.2pp | 37.79%-29.5pp | 478.82%-470.5pp |
| Employer contribution / active EE | $12,112 | $3,121+288.1% | $2,357+413.8% | $4,839+150.3% |
| Participant deferral / active EE | $8,286 | $4,617+79.5% | $3,849+115.2% | $6,342+30.6% |
| Admin fee / account holder | $319 | $8,069-96.0% | $6,182-94.8% | $12,315-97.4% |