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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 | $43,139 | $176,105-75.5% | $159,474-72.9% | $167,536-74.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.84% | 331.91%-315.1pp | 263.68%-246.8pp | 478.82%-462.0pp |
| Employer contribution / active EE | $11,070 | $5,299+108.9% | $4,831+129.2% | $4,839+128.8% |
| Participant deferral / active EE | $2,828 | $7,751-63.5% | $7,353-61.5% | $6,342-55.4% |
| Admin fee / account holder | $619 | $12,559-95.1% | $10,802-94.3% | $12,315-95.0% |