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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 | $100,565 | $162,529-38.1% | $130,788-23.1% | $154,746-35.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.00% | 510.48%-492.5pp | 386.44%-368.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $5,877 | $4,447+32.1% | $3,558+65.2% | $4,379+34.2% |
| Participant deferral / active EE | $11,764 | $4,808+144.7% | $4,137+184.4% | $6,730+74.8% |
| Admin fee / account holder | $585 | $7,669-92.4% | $6,673-91.2% | $14,365-95.9% |