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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 | $35,265 | $211,239-83.3% | $178,528-80.2% | $145,877-75.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.80% | 30.22%-20.4pp | 27.11%-17.3pp | 551.28%-541.5pp |
| Employer contribution / active EE | $11,180 | $4,570+144.6% | $3,950+183.0% | $4,663+139.8% |
| Participant deferral / active EE | $2,381 | $6,963-65.8% | $6,278-62.1% | $6,691-64.4% |
| Admin fee / account holder | $11,222 | $12,095-7.2% | $10,419+7.7% | $13,402-16.3% |