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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 | $103,266 | $148,629-30.5% | $135,982-24.1% | $139,487-26.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.09% | 79.33%-60.2pp | 68.32%-49.2pp | 373.84%-354.8pp |
| Employer contribution / active EE | $11,428 | $5,247+117.8% | $4,859+135.2% | $4,755+140.4% |
| Participant deferral / active EE | $8,006 | $8,102-1.2% | $7,760+3.2% | $6,713+19.3% |
| Admin fee / account holder | $2,328 | $12,406-81.2% | $10,767-78.4% | $11,407-79.6% |