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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 | $97,938 | $165,939-41.0% | $122,354-20.0% | $147,586-33.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.38% | 34.56%-16.2pp | 30.28%-11.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $8,066 | $5,754+40.2% | $4,051+99.1% | $4,876+65.4% |
| Participant deferral / active EE | $18,712 | $4,005+367.2% | $3,287+469.2% | $5,439+244.1% |
| Admin fee / account holder | $9,104 | $7,425+22.6% | $5,479+66.2% | $10,886-16.4% |