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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 | $128,035 | $124,314+3.0% | $109,163+17.3% | $167,518-23.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.71% | 26.04%-11.3pp | 25.75%-11.0pp | 478.71%-464.0pp |
| Employer contribution / active EE | $10,000 | $4,209+137.6% | $3,723+168.6% | $4,838+106.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,290 | $7,973-83.8% | $6,754-80.9% | $12,312-89.5% |