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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 | $99,975 | $148,582-32.7% | $135,942-26.5% | $139,456-28.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.71% | 79.26%-64.5pp | 68.28%-53.6pp | 373.45%-358.7pp |
| Employer contribution / active EE | $7,927 | $5,245+51.1% | $4,858+63.2% | $4,753+66.8% |
| Participant deferral / active EE | $19,199 | $8,101+137.0% | $7,759+147.4% | $6,711+186.1% |
| Admin fee / account holder | $28,919 | $12,402+133.2% | $10,764+168.7% | $11,407+153.5% |