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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 | $86,246 | $202,463-57.4% | $169,397-49.1% | $139,487-38.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 10.19% | 532.64%-522.5pp | 406.23%-396.0pp | 373.84%-363.7pp |
| Employer contribution / active EE | $15,643 | $4,694+233.3% | $4,013+289.8% | $4,755+229.0% |
| Participant deferral / active EE | $13,643 | $6,941+96.6% | $6,223+119.2% | $6,713+103.2% |
| Admin fee / account holder | $2,157 | $10,726-79.9% | $9,017-76.1% | $11,407-81.1% |