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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 | $106,994 | $107,0150% | $73,545+45.5% | $147,585-27.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.13% | 38.25%-23.1pp | -15.16%+30.3pp | 578.57%-563.4pp |
| Employer contribution / active EE | $9,958 | $1,760+465.8% | $1,219+716.9% | $4,876+104.2% |
| Participant deferral / active EE | $9,175 | $2,462+272.7% | $1,806+408.0% | $5,439+68.7% |
| Admin fee / account holder | $2,306 | $3,055-24.5% | $2,320-0.6% | $10,885-78.8% |