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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 | $87,734 | $109,344-19.8% | $89,400-1.9% | $158,950-44.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.04% | 345.73%-325.7pp | 245.64%-225.6pp | 302.91%-282.9pp |
| Employer contribution / active EE | $7,334 | $3,170+131.3% | $2,586+183.6% | $4,762+54.0% |
| Participant deferral / active EE | $10,036 | $4,599+118.2% | $3,890+158.0% | $5,983+67.7% |
| Admin fee / account holder | $9,322 | $6,154+51.5% | $4,882+90.9% | $11,248-17.1% |