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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 | $81,613 | $117,829-30.7% | $102,423-20.3% | $145,877-44.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.06% | 31.83%-21.8pp | 29.42%-19.4pp | 551.28%-541.2pp |
| Employer contribution / active EE | $11,570 | $3,615+220.1% | $3,023+282.7% | $4,663+148.1% |
| Participant deferral / active EE | $14,947 | $5,732+160.7% | $5,054+195.7% | $6,691+123.4% |
| Admin fee / account holder | $38,405 | $13,335+188.0% | $9,455+306.2% | $13,402+186.6% |