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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 | $81,504 | $106,247-23.3% | $96,515-15.6% | $139,466-41.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.34% | 38.47%-19.1pp | 35.73%-16.4pp | 373.66%-354.3pp |
| Employer contribution / active EE | $12,884 | $4,106+213.8% | $3,740+244.5% | $4,754+171.0% |
| Participant deferral / active EE | $17,817 | $5,456+226.6% | $4,880+265.1% | $6,712+165.4% |
| Admin fee / account holder | $27,983 | $7,885+254.9% | $6,735+315.5% | $11,409+145.3% |