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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 | $102,714 | $202,440-49.3% | $169,390-39.4% | $139,466-26.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.86% | 532.36%-517.5pp | 406.07%-391.2pp | 373.66%-358.8pp |
| Employer contribution / active EE | $7,228 | $4,693+54.0% | $4,013+80.1% | $4,754+52.0% |
| Participant deferral / active EE | $14,886 | $6,940+114.5% | $6,222+139.2% | $6,712+121.8% |
| Admin fee / account holder | $63,909 | $10,722+496.0% | $9,015+608.9% | $11,409+460.2% |