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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 | $117,859-30.8% | $102,438-20.3% | $145,959-44.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.06% | 31.72%-21.7pp | 29.37%-19.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $11,570 | $3,615+220.0% | $3,024+282.6% | $4,661+148.2% |
| Participant deferral / active EE | $14,947 | $5,732+160.8% | $5,054+195.8% | $6,689+123.5% |
| Admin fee / account holder | $38,405 | $13,318+188.4% | $9,448+306.5% | $13,398+186.6% |