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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 | $102,752 | $125,778-18.3% | $114,563-10.3% | $154,746-33.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 20.17% | 295.14%-275.0pp | 241.09%-220.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $5,563 | $2,806+98.2% | $2,592+114.6% | $4,379+27.0% |
| Participant deferral / active EE | $26,526 | $4,445+496.8% | $4,142+540.4% | $6,730+294.1% |
| Admin fee / account holder | $21,397 | $8,190+161.2% | $7,623+180.7% | $14,365+48.9% |