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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 | $122,894 | $124,336-1.2% | $111,303+10.4% | $167,518-26.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.13% | 37.45%-27.3pp | 54.66%-44.5pp | 478.71%-468.6pp |
| Employer contribution / active EE | $3,959 | $3,436+15.2% | $2,731+45.0% | $4,838-18.2% |
| Participant deferral / active EE | $8,316 | $5,181+60.5% | $4,487+85.3% | $6,342+31.1% |
| Admin fee / account holder | $42,319 | $10,623+298.4% | $7,966+431.3% | $12,312+243.7% |