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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 | $84,532 | $115,780-27.0% | $101,255-16.5% | $158,931-46.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.63% | 56.14%-40.5pp | 46.48%-30.9pp | 302.86%-287.2pp |
| Employer contribution / active EE | $9,170 | $4,175+119.7% | $3,660+150.6% | $4,761+92.6% |
| Participant deferral / active EE | $10,323 | $4,958+108.2% | $4,370+136.2% | $5,982+72.6% |
| Admin fee / account holder | $1,213 | $7,246-83.3% | $5,946-79.6% | $11,247-89.2% |