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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 | $121,630 | $162,529-25.2% | $130,788-7.0% | $154,746-21.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.04% | 510.48%-499.4pp | 386.44%-375.4pp | 172.34%-161.3pp |
| Employer contribution / active EE | $10,472 | $4,447+135.5% | $3,558+194.3% | $4,379+139.1% |
| Participant deferral / active EE | $6,298 | $4,808+31.0% | $4,137+52.2% | $6,730-6.4% |
| Admin fee / account holder | $15,005 | $7,669+95.7% | $6,673+124.9% | $14,365+4.5% |