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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 | $139,506 | $157,276-11.3% | $141,177-1.2% | $152,885-8.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.13% | 64.33%-46.2pp | 71.40%-53.3pp | 345.39%-327.3pp |
| Employer contribution / active EE | $12,309 | $5,262+133.9% | $4,736+159.9% | $4,763+158.4% |
| Participant deferral / active EE | $9,519 | $7,110+33.9% | $6,710+41.9% | $5,851+62.7% |
| Admin fee / account holder | $83,392 | $12,123+587.9% | $10,263+712.5% | $11,598+619.0% |