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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 | $88,197 | $148,582-40.6% | $135,942-35.1% | $139,456-36.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.81% | 79.26%-60.4pp | 68.28%-49.5pp | 373.45%-354.6pp |
| Employer contribution / active EE | $15,275 | $5,245+191.2% | $4,858+214.5% | $4,753+221.4% |
| Participant deferral / active EE | $14,505 | $8,101+79.0% | $7,759+86.9% | $6,711+116.1% |
| Admin fee / account holder | $8,537 | $12,402-31.2% | $10,764-20.7% | $11,407-25.2% |