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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 | $117,904-30.8% | $102,457-20.3% | $145,978-44.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.06% | 31.80%-21.7pp | 29.41%-19.3pp | 550.52%-540.5pp |
| Employer contribution / active EE | $11,570 | $3,613+220.2% | $3,022+282.8% | $4,662+148.2% |
| Participant deferral / active EE | $14,947 | $5,733+160.7% | $5,054+195.7% | $6,690+123.4% |
| Admin fee / account holder | $38,405 | $13,329+188.1% | $9,451+306.3% | $13,400+186.6% |