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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 | $132,455 | $157,304-15.8% | $141,197-6.2% | $152,909-13.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.21% | 64.34%-36.1pp | 71.41%-43.2pp | 345.46%-317.3pp |
| Employer contribution / active EE | $12,386 | $5,263+135.4% | $4,736+161.5% | $4,764+160.0% |
| Participant deferral / active EE | $14,401 | $7,111+102.5% | $6,710+114.6% | $5,851+146.1% |
| Admin fee / account holder | $1,884 | $12,126-84.5% | $10,265-81.6% | $11,601-83.8% |