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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 | $116,015 | $157,296-26.2% | $141,191-17.8% | $152,897-24.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.35% | 64.34%-38.0pp | 71.41%-45.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $10,110 | $5,262+92.1% | $4,736+113.5% | $4,764+112.2% |
| Participant deferral / active EE | $7,237 | $7,111+1.8% | $6,710+7.9% | $5,851+23.7% |
| Admin fee / account holder | $24,152 | $12,125+99.2% | $10,264+135.3% | $11,599+108.2% |