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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 | $78,164 | $132,634-41.1% | $115,768-32.5% | $137,256-43.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.50% | 160.70%-141.2pp | 100.46%-81.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $5,440 | $3,360+61.9% | $2,940+85.1% | $4,156+30.9% |
| Participant deferral / active EE | $7,062 | $5,619+25.7% | $4,917+43.6% | $6,407+10.2% |
| Admin fee / account holder | $41,276 | $15,028+174.7% | $12,439+231.8% | $12,270+236.4% |