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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 | $122,764 | $171,492-28.4% | $150,734-18.6% | $198,609-38.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.74% | 804.70%-790.0pp | 600.81%-586.1pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,420 | $5,470-74.0% | $4,918-71.1% | $5,055-71.9% |
| Participant deferral / active EE | $9,275 | $6,259+48.2% | $5,610+65.3% | $6,977+32.9% |
| Admin fee / account holder | $9,768 | $17,628-44.6% | $14,905-34.5% | $19,030-48.7% |