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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 | $86,166 | $129,737-33.6% | $119,126-27.7% | $154,746-44.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.52% | 379.08%-365.6pp | 282.11%-268.6pp | 172.34%-158.8pp |
| Employer contribution / active EE | $8,371 | $4,375+91.3% | $4,034+107.5% | $4,379+91.2% |
| Participant deferral / active EE | $2,936 | $5,842-49.7% | $5,318-44.8% | $6,730-56.4% |
| Admin fee / account holder | $24,044 | $11,961+101.0% | $10,693+124.9% | $14,365+67.4% |