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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 | $88,528 | $116,203-23.8% | $93,621-5.4% | $152,909-42.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 10.28% | 35.96%-25.7pp | 32.76%-22.5pp | 345.46%-335.2pp |
| Employer contribution / active EE | $15,496 | $3,219+381.4% | $2,719+470.0% | $4,764+225.3% |
| Participant deferral / active EE | $9,840 | $4,605+113.7% | $4,070+141.8% | $5,851+68.2% |
| Admin fee / account holder | $1,870 | $10,751-82.6% | $7,890-76.3% | $11,601-83.9% |