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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 | $81,095 | $211,224-61.6% | $178,505-54.6% | $145,897-44.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.40% | 30.28%-11.9pp | 27.16%-8.8pp | 552.29%-533.9pp |
| Employer contribution / active EE | $10,287 | $4,577+124.8% | $3,955+160.1% | $4,663+120.6% |
| Participant deferral / active EE | $6,334 | $6,966-9.1% | $6,280+0.9% | $6,689-5.3% |
| Admin fee / account holder | $51,751 | $12,109+327.4% | $10,428+396.3% | $13,390+286.5% |