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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 | $120,482 | $106,280+13.4% | $96,538+24.8% | $139,487-13.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.66% | 38.48%-16.8pp | 35.74%-14.1pp | 373.84%-352.2pp |
| Employer contribution / active EE | $10,297 | $4,107+150.7% | $3,740+175.3% | $4,755+116.6% |
| Participant deferral / active EE | $10,408 | $5,457+90.7% | $4,880+113.2% | $6,713+55.0% |
| Admin fee / account holder | $571 | $7,888-92.8% | $6,737-91.5% | $11,407-95.0% |