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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 | $104,879 | $152,612-31.3% | $125,192-16.2% | $152,897-31.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.33% | 54.85%-34.5pp | 43.79%-23.5pp | 345.43%-325.1pp |
| Employer contribution / active EE | $13,623 | $4,947+175.4% | $3,866+252.4% | $4,764+186.0% |
| Participant deferral / active EE | $7,364 | $5,868+25.5% | $4,937+49.2% | $5,851+25.9% |
| Admin fee / account holder | $852 | $13,437-93.7% | $9,704-91.2% | $11,599-92.7% |