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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 | $122,469 | $103,000+18.9% | $90,300+35.6% | $152,885-19.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.60% | 95.19%-78.6pp | 78.11%-61.5pp | 345.39%-328.8pp |
| Employer contribution / active EE | $12,318 | $3,138+292.5% | $2,854+331.6% | $4,763+158.6% |
| Participant deferral / active EE | $11,142 | $4,281+160.3% | $3,884+186.8% | $5,851+90.4% |
| Admin fee / account holder | $74,415 | $6,173+1105.4% | $5,353+1290.2% | $11,598+541.6% |