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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 | $92,532 | $134,817-31.4% | $123,973-25.4% | $155,188-40.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 9.17% | 515.49%-506.3pp | 388.13%-379.0pp | 148.84%-139.7pp |
| Employer contribution / active EE | $11,317 | $4,425+155.7% | $4,126+174.3% | $4,248+166.4% |
| Participant deferral / active EE | $13,874 | $5,706+143.1% | $5,247+164.4% | $6,531+112.4% |
| Admin fee / account holder | $43,753 | $13,245+230.3% | $11,799+270.8% | $14,480+202.2% |