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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 | $32,945 | $135,956-75.8% | $123,894-73.4% | $273,972-88.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 87.84% | 56.63%+31.2pp | 47.52%+40.3pp | 41.46%+46.4pp |
| Employer contribution / active EE | $3,000 | $5,170-42.0% | $4,617-35.0% | $4,869-38.4% |
| Participant deferral / active EE | $9,323 | $6,343+47.0% | $5,984+55.8% | $5,287+76.3% |
| Admin fee / account holder | $130,366 | $9,817+1227.9% | $8,357+1459.9% | $10,133+1186.6% |