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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 | $116,516 | $185,312-37.1% | $161,489-27.8% | $154,746-24.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.80% | 103.84%-81.0pp | 89.72%-66.9pp | 172.34%-149.5pp |
| Employer contribution / active EE | $13,739 | $4,769+188.1% | $4,268+221.9% | $4,379+213.7% |
| Participant deferral / active EE | $9,945 | $6,350+56.6% | $5,630+76.7% | $6,730+47.8% |
| Admin fee / account holder | $84,986 | $18,654+355.6% | $16,006+431.0% | $14,365+491.6% |