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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 | $80,057 | $148,582-46.1% | $135,942-41.1% | $139,456-42.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.90% | 79.26%-59.4pp | 68.28%-48.4pp | 373.45%-353.6pp |
| Employer contribution / active EE | $8,323 | $5,245+58.7% | $4,858+71.3% | $4,753+75.1% |
| Participant deferral / active EE | $33,244 | $8,101+310.4% | $7,759+328.5% | $6,711+395.3% |
| Admin fee / account holder | $31,105 | $12,402+150.8% | $10,764+189.0% | $11,407+172.7% |