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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 | $121,827 | $211,224-42.3% | $178,505-31.8% | $145,897-16.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.20% | 30.28%-12.1pp | 27.16%-9.0pp | 552.29%-534.1pp |
| Employer contribution / active EE | $7,800 | $4,577+70.4% | $3,955+97.2% | $4,663+67.3% |
| Participant deferral / active EE | $11,439 | $6,966+64.2% | $6,280+82.1% | $6,689+71.0% |
| Admin fee / account holder | $19,344 | $12,109+59.7% | $10,428+85.5% | $13,390+44.5% |