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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 | $127,156 | $154,209-17.5% | $130,062-2.2% | $139,487-8.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.81% | 32.52%-15.7pp | -137.37%+154.2pp | 373.84%-357.0pp |
| Employer contribution / active EE | $16,003 | $5,292+202.4% | $4,322+270.3% | $4,755+236.6% |
| Participant deferral / active EE | $12,961 | $6,709+93.2% | $5,821+122.7% | $6,713+93.1% |
| Admin fee / account holder | $59,007 | $13,988+321.8% | $10,601+456.6% | $11,407+417.3% |