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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 | $93,237 | $154,209-39.5% | $130,062-28.3% | $139,487-33.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.58% | 32.52%-10.9pp | -137.37%+159.0pp | 373.84%-352.3pp |
| Employer contribution / active EE | $7,763 | $5,292+46.7% | $4,322+79.6% | $4,755+63.3% |
| Participant deferral / active EE | $12,199 | $6,709+81.8% | $5,821+109.6% | $6,713+81.7% |
| Admin fee / account holder | $3,731 | $13,988-73.3% | $10,601-64.8% | $11,407-67.3% |