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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 | $80,790 | $132,634-39.1% | $115,768-30.2% | $137,256-41.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.34% | 160.70%-148.4pp | 100.46%-88.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $6,973 | $3,360+107.5% | $2,940+137.2% | $4,156+67.8% |
| Participant deferral / active EE | $13,000 | $5,619+131.4% | $4,917+164.4% | $6,407+102.9% |
| Admin fee / account holder | $56,115 | $15,028+273.4% | $12,439+351.1% | $12,270+357.3% |