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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 | $211,288-61.6% | $178,540-54.6% | $145,884-44.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.40% | 30.27%-11.9pp | 27.15%-8.8pp | 551.85%-533.4pp |
| Employer contribution / active EE | $10,287 | $4,574+124.9% | $3,953+160.2% | $4,662+120.6% |
| Participant deferral / active EE | $6,334 | $6,967-9.1% | $6,281+0.9% | $6,690-5.3% |
| Admin fee / account holder | $51,751 | $12,105+327.5% | $10,424+396.4% | $13,392+286.4% |