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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 | $88,164 | $105,145-16.2% | $94,664-6.9% | $139,466-36.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 29.16% | 38.09%-8.9pp | 156.84%-127.7pp | 373.66%-344.5pp |
| Employer contribution / active EE | $22,343 | $4,107+444.0% | $3,673+508.3% | $4,754+370.0% |
| Participant deferral / active EE | $9,754 | $7,599+28.4% | $7,417+31.5% | $6,712+45.3% |
| Admin fee / account holder | $30,028 | $8,972+234.7% | $7,222+315.8% | $11,409+163.2% |