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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 | $112,686 | $165,361-31.9% | $149,715-24.7% | $158,950-29.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.23% | 348.24%-326.0pp | 276.66%-254.4pp | 302.91%-280.7pp |
| Employer contribution / active EE | $11,561 | $5,103+126.5% | $4,645+148.9% | $4,762+142.8% |
| Participant deferral / active EE | $10,070 | $7,182+40.2% | $6,842+47.2% | $5,983+68.3% |
| Admin fee / account holder | $41,532 | $10,808+284.3% | $9,310+346.1% | $11,248+269.2% |