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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 | $99,366 | $165,584-40.0% | $142,942-30.5% | $137,256-27.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 9.52% | 164.22%-154.7pp | 113.70%-104.2pp | 220.34%-210.8pp |
| Employer contribution / active EE | $21,602 | $4,725+357.2% | $4,139+421.9% | $4,156+419.8% |
| Participant deferral / active EE | $16,554 | $8,194+102.0% | $7,128+132.2% | $6,407+158.4% |
| Admin fee / account holder | $28,097 | $16,167+73.8% | $12,475+125.2% | $12,270+129.0% |