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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 | $110,266 | $165,351-33.3% | $149,710-26.3% | $158,931-30.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.37% | 348.19%-333.8pp | 276.63%-262.3pp | 302.86%-288.5pp |
| Employer contribution / active EE | $10,165 | $5,103+99.2% | $4,645+118.9% | $4,761+113.5% |
| Participant deferral / active EE | $25,666 | $7,181+257.4% | $6,842+275.1% | $5,982+329.0% |
| Admin fee / account holder | $64,759 | $10,807+499.2% | $9,309+595.6% | $11,247+475.8% |