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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 | $154,754-35.0% | $124,206-19.0% | $138,895-27.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 18.00% | 709.28%-691.3pp | 515.27%-497.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $5,877 | $4,446+32.2% | $3,540+66.0% | $4,194+40.1% |
| Participant deferral / active EE | $11,764 | $4,621+154.6% | $3,968+196.5% | $6,396+83.9% |
| Admin fee / account holder | $585 | $6,690-91.3% | $5,929-90.1% | $12,562-95.3% |