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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 | $97,107 | $154,209-37.0% | $130,062-25.3% | $139,487-30.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.05% | 32.52%-12.5pp | -137.37%+157.4pp | 373.84%-353.8pp |
| Employer contribution / active EE | $8,746 | $5,292+65.3% | $4,322+102.4% | $4,755+84.0% |
| Participant deferral / active EE | $6,411 | $6,709-4.4% | $5,821+10.1% | $6,713-4.5% |
| Admin fee / account holder | $415 | $13,988-97.0% | $10,601-96.1% | $11,407-96.4% |