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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 | $119,653 | $211,288-43.4% | $178,540-33.0% | $145,884-18.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.20% | 30.27%-17.1pp | 27.15%-13.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $6,913 | $4,574+51.1% | $3,953+74.9% | $4,662+48.3% |
| Participant deferral / active EE | $16,525 | $6,967+137.2% | $6,281+163.1% | $6,690+147.0% |
| Admin fee / account holder | $35,768 | $12,105+195.5% | $10,424+243.1% | $13,392+167.1% |