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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 | $30,057 | $108,922-72.4% | $100,398-70.1% | $145,978-79.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.98% | 58.04%-43.1pp | 49.32%-34.3pp | 550.52%-535.5pp |
| Employer contribution / active EE | $5,274 | $4,426+19.2% | $3,946+33.7% | $4,662+13.1% |
| Participant deferral / active EE | $9,042 | $8,450+7.0% | $8,084+11.9% | $6,690+35.2% |
| Admin fee / account holder | $17,805 | $9,680+83.9% | $7,893+125.6% | $13,400+32.9% |