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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 | $117,697 | $176,786-33.4% | $146,643-19.7% | $167,536-29.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.19% | 24.04%-11.8pp | 22.75%-10.6pp | 478.82%-466.6pp |
| Employer contribution / active EE | $11,889 | $5,161+130.3% | $4,137+187.4% | $4,839+145.7% |
| Participant deferral / active EE | $9,148 | $6,440+42.0% | $5,506+66.1% | $6,342+44.2% |
| Admin fee / account holder | $726 | $13,262-94.5% | $10,280-92.9% | $12,315-94.1% |