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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 | $100,069 | $93,345+7.2% | $119,126-16.0% | $87,485+14.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 12.33% | 19.08%-6.7pp | 282.11%-269.8pp | 26.06%-13.7pp |
| Employer contribution / active EE | $16,553 | $3,172+421.9% | $4,034+310.4% | $2,596+537.6% |
| Participant deferral / active EE | $2,961 | $4,099-27.8% | $5,318-44.3% | $4,274-30.7% |
| Admin fee / account holder | $10,384 | $8,039+29.2% | $10,693-2.9% | $7,775+33.6% |