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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 | $135,800 | $201,372-32.6% | $184,260-26.3% | $145,884-6.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.37% | 29.04%-17.7pp | 28.84%-17.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $23,000 | $9,808+134.5% | $9,133+151.8% | $6,690+243.8% |
| Admin fee / account holder | $36,335 | $16,362+122.1% | $13,898+161.4% | $13,392+171.3% |