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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 | $85,689 | $96,731-11.4% | $123,973-30.9% | $86,983-1.5% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 16.49% | 17.33%-0.8pp | 388.13%-371.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $10,934 | $3,297+231.6% | $4,126+165.0% | $2,584+323.1% |
| Participant deferral / active EE | $8,751 | $4,152+110.8% | $5,247+66.8% | $4,194+108.7% |
| Admin fee / account holder | $23,504 | $8,722+169.5% | $11,799+99.2% | $7,856+199.2% |