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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 | $102,298 | $114,013-10.3% | $103,693-1.3% | $155,188-34.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.84% | 49.31%-36.5pp | 47.61%-34.8pp | 148.84%-136.0pp |
| Employer contribution / active EE | $5,536 | $3,131+76.8% | $2,920+89.6% | $4,248+30.3% |
| Participant deferral / active EE | $19,882 | $4,970+300.0% | $4,579+334.2% | $6,531+204.4% |
| Admin fee / account holder | $35,357 | $8,407+320.6% | $7,858+349.9% | $14,480+144.2% |