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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 | $187,828 | $138,075+36.0% | $123,552+52.0% | $135,379+38.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.39% | 153.70%-143.3pp | 119.20%-108.8pp | 519.79%-509.4pp |
| Employer contribution / active EE | $990 | $5,152-80.8% | $4,628-78.6% | $4,779-79.3% |
| Participant deferral / active EE | $9,717 | $6,800+42.9% | $6,426+51.2% | $5,609+73.2% |
| Admin fee / account holder | $4,461 | $10,917-59.1% | $9,285-51.9% | $10,828-58.8% |