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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 | $87,591 | $166,131-47.3% | $164,975-46.9% | $145,877-40.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.19% | 100.37%-88.2pp | 70.12%-57.9pp | 551.28%-539.1pp |
| Employer contribution / active EE | $6,248 | $5,276+18.4% | $4,343+43.9% | $4,663+34.0% |
| Participant deferral / active EE | $13,683 | $6,962+96.5% | $6,033+126.8% | $6,691+104.5% |
| Admin fee / account holder | $42,905 | $16,648+157.7% | $12,688+238.1% | $13,402+220.1% |