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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 | $81,371 | $112,131-27.4% | $95,964-15.2% | $158,982-48.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.19% | 171.19%-161.0pp | 91.64%-81.5pp | 302.99%-292.8pp |
| Employer contribution / active EE | $13,444 | $3,199+320.3% | $2,541+429.0% | $4,763+182.3% |
| Participant deferral / active EE | $13,977 | $4,784+192.2% | $4,167+235.4% | $5,983+133.6% |
| Admin fee / account holder | $53,715 | $10,136+429.9% | $6,797+690.2% | $11,252+377.4% |