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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 | $29,900 | $129,737-77.0% | $119,126-74.9% | $154,746-80.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.14% | 379.08%-368.9pp | 282.11%-272.0pp | 172.34%-162.2pp |
| Employer contribution / active EE | $15,134 | $4,375+245.9% | $4,034+275.2% | $4,379+245.6% |
| Participant deferral / active EE | $10,115 | $5,842+73.1% | $5,318+90.2% | $6,730+50.3% |
| Admin fee / account holder | $18,626 | $11,961+55.7% | $10,693+74.2% | $14,365+29.7% |