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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 | $94,972 | $118,708-20.0% | $98,920-4.0% | $158,982-40.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.63% | 372.49%-361.9pp | 196.47%-185.8pp | 302.99%-292.4pp |
| Employer contribution / active EE | $4,890 | $3,334+46.7% | $2,689+81.8% | $4,763+2.7% |
| Participant deferral / active EE | $10,861 | $5,089+113.4% | $4,245+155.9% | $5,983+81.5% |
| Admin fee / account holder | $131,832 | $10,134+1200.9% | $6,643+1884.6% | $11,252+1071.7% |