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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 | $82,712 | $202,440-59.1% | $169,390-51.2% | $139,466-40.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 11.19% | 532.36%-521.2pp | 406.07%-394.9pp | 373.66%-362.5pp |
| Employer contribution / active EE | $11,087 | $4,693+136.2% | $4,013+176.3% | $4,754+133.2% |
| Participant deferral / active EE | $7,583 | $6,940+9.3% | $6,222+21.9% | $6,712+13.0% |
| Admin fee / account holder | $40,337 | $10,722+276.2% | $9,015+347.5% | $11,409+253.6% |