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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 | $125,505 | $157,304-20.2% | $141,197-11.1% | $152,909-17.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.56% | 64.34%-41.8pp | 71.41%-48.8pp | 345.46%-322.9pp |
| Employer contribution / active EE | $11,099 | $5,263+110.9% | $4,736+134.3% | $4,764+133.0% |
| Participant deferral / active EE | $16,687 | $7,111+134.7% | $6,710+148.7% | $5,851+185.2% |
| Admin fee / account holder | $1,067 | $12,126-91.2% | $10,265-89.6% | $11,601-90.8% |