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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 | $95,647 | $210,698-54.6% | $178,014-46.3% | $145,959-34.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.07% | 386.27%-368.2pp | 294.80%-276.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $10,130 | $4,567+121.8% | $3,950+156.5% | $4,661+117.3% |
| Participant deferral / active EE | $3,914 | $6,958-43.7% | $6,276-37.6% | $6,689-41.5% |
| Admin fee / account holder | $371 | $12,016-96.9% | $10,362-96.4% | $13,398-97.2% |