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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 | $110,464 | $160,040-31.0% | $147,096-24.9% | $145,877-24.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.38% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $10,941 | $5,289+106.9% | $4,936+121.7% | $4,663+134.6% |
| Participant deferral / active EE | $11,979 | $8,429+42.1% | $8,071+48.4% | $6,691+79.0% |
| Admin fee / account holder | $2,053 | $15,050-86.4% | $13,005-84.2% | $13,402-84.7% |