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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 | $83,252 | $114,119-27.0% | $107,187-22.3% | $138,895-40.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.09% | 273.21%-255.1pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $9,516 | $4,059+134.5% | $3,782+151.6% | $4,194+126.9% |
| Participant deferral / active EE | $41,308 | $5,538+645.9% | $5,096+710.6% | $6,396+545.8% |
| Admin fee / account holder | $1,026 | $10,024-89.8% | $9,162-88.8% | $12,562-91.8% |