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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 | $45,949 | $160,028-71.3% | $147,080-68.8% | $145,884-68.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.95% | 98.60%-87.6pp | 420.17%-409.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $9,500 | $5,286+79.7% | $4,933+92.6% | $4,662+103.8% |
| Participant deferral / active EE | $18,604 | $8,422+120.9% | $8,066+130.6% | $6,690+178.1% |
| Admin fee / account holder | $63,783 | $15,030+324.4% | $12,989+391.1% | $13,392+376.3% |