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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 | $102,752 | $126,113-18.5% | $116,096-11.5% | $155,188-33.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 20.17% | 391.72%-371.6pp | 326.25%-306.1pp | 148.84%-128.7pp |
| Employer contribution / active EE | $5,563 | $2,672+108.2% | $2,503+122.2% | $4,248+31.0% |
| Participant deferral / active EE | $26,526 | $4,162+537.3% | $3,952+571.2% | $6,531+306.1% |
| Admin fee / account holder | $21,397 | $8,045+166.0% | $7,704+177.7% | $14,480+47.8% |