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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 | $123,371 | $162,821-24.2% | $133,978-7.9% | $158,982-22.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.92% | 41.95%-31.0pp | 45.10%-34.2pp | 302.99%-292.1pp |
| Employer contribution / active EE | $6,404 | $4,976+28.7% | $3,919+63.4% | $4,763+34.5% |
| Participant deferral / active EE | $6,345 | $5,910+7.3% | $5,047+25.7% | $5,983+6.0% |
| Admin fee / account holder | $17,106 | $11,742+45.7% | $8,930+91.6% | $11,252+52.0% |