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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 | $81,685 | $114,119-28.4% | $107,187-23.8% | $138,895-41.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.87% | 273.21%-255.3pp | 204.55%-186.7pp | 145.39%-127.5pp |
| Employer contribution / active EE | $27,719 | $4,059+582.9% | $3,782+632.9% | $4,194+560.9% |
| Participant deferral / active EE | $21,078 | $5,538+280.6% | $5,096+313.6% | $6,396+229.5% |
| Admin fee / account holder | $125,019 | $10,024+1147.2% | $9,162+1264.5% | $12,562+895.2% |