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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 | $118,141 | $88,672+33.2% | $105,223+12.3% | $82,448+43.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 84.81% | 30.86%+54.0pp | 180.65%-95.8pp | 41.64%+43.2pp |
| Employer contribution / active EE | $1,109 | $3,048-63.6% | $3,689-69.9% | $2,551-56.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $865 | $7,146-87.9% | $8,859-90.2% | $7,234-88.0% |