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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 | $115,640 | $157,304-26.5% | $141,197-18.1% | $152,909-24.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.54% | 64.34%-43.8pp | 71.41%-50.9pp | 345.46%-324.9pp |
| Employer contribution / active EE | $10,905 | $5,263+107.2% | $4,736+130.3% | $4,764+128.9% |
| Participant deferral / active EE | $5,756 | $7,111-19.1% | $6,710-14.2% | $5,851-1.6% |
| Admin fee / account holder | $24,643 | $12,126+103.2% | $10,265+140.1% | $11,601+112.4% |