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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 | $78,116 | $217,427-64.1% | $185,837-58.0% | $167,518-53.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.11% | 148.39%-137.3pp | 122.08%-111.0pp | 478.71%-467.6pp |
| Employer contribution / active EE | $11,179 | $5,874+90.3% | $5,168+116.3% | $4,838+131.0% |
| Participant deferral / active EE | $4,167 | $6,357-34.5% | $5,568-25.2% | $6,342-34.3% |
| Admin fee / account holder | $2,941 | $19,816-85.2% | $16,241-81.9% | $12,312-76.1% |