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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 | $87,976 | $129,737-32.2% | $119,126-26.1% | $154,746-43.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.04% | 379.08%-361.0pp | 282.11%-264.1pp | 172.34%-154.3pp |
| Employer contribution / active EE | $11,072 | $4,375+153.1% | $4,034+174.5% | $4,379+152.8% |
| Participant deferral / active EE | $11,152 | $5,842+90.9% | $5,318+109.7% | $6,730+65.7% |
| Admin fee / account holder | $37,516 | $11,961+213.7% | $10,693+250.8% | $14,365+161.2% |