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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 | $96,295 | $127,779-24.6% | $106,551-9.6% | $167,518-42.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.04% | 33.87%-24.8pp | 26.80%-17.8pp | 478.71%-469.7pp |
| Employer contribution / active EE | $13,376 | $3,427+290.3% | $2,819+374.4% | $4,838+176.4% |
| Participant deferral / active EE | $9,988 | $5,088+96.3% | $4,398+127.1% | $6,342+57.5% |
| Admin fee / account holder | $28,369 | $11,228+152.7% | $7,408+283.0% | $12,312+130.4% |