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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 | $211,224-83.3% | $178,505-80.2% | $145,897-75.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.80% | 30.28%-20.5pp | 27.16%-17.4pp | 552.29%-542.5pp |
| Employer contribution / active EE | $11,180 | $4,577+144.3% | $3,955+182.7% | $4,663+139.8% |
| Participant deferral / active EE | $2,381 | $6,966-65.8% | $6,280-62.1% | $6,689-64.4% |
| Admin fee / account holder | $11,222 | $12,109-7.3% | $10,428+7.6% | $13,390-16.2% |