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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 | $38,086 | $211,224-82.0% | $178,505-78.7% | $145,897-73.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.75% | 30.28%-21.5pp | 27.16%-18.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $11,727 | $4,577+156.2% | $3,955+196.5% | $4,663+151.5% |
| Participant deferral / active EE | $11,958 | $6,966+71.7% | $6,280+90.4% | $6,689+78.8% |
| Admin fee / account holder | $130,292 | $12,109+976.0% | $10,428+1149.5% | $13,390+873.0% |