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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 | $172,758-42.5% | $149,600-33.6% | $138,895-28.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 79.9%+20.1pp |
| Annual return | 9.52% | 181.17%-171.6pp | 129.59%-120.1pp | 145.39%-135.9pp |
| Employer contribution / active EE | $21,602 | $4,778+352.1% | $4,193+415.2% | $4,194+415.0% |
| Participant deferral / active EE | $16,554 | $8,180+102.4% | $7,203+129.8% | $6,396+158.8% |
| Admin fee / account holder | $28,097 | $17,615+59.5% | $13,963+101.2% | $12,562+123.7% |