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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 | $141,361 | $227,597-37.9% | $189,575-25.4% | $167,536-15.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 22.62% | 78.44%-55.8pp | 64.19%-41.6pp | 478.82%-456.2pp |
| Employer contribution / active EE | $5,703 | $5,316+7.3% | $4,412+29.3% | $4,839+17.8% |
| Participant deferral / active EE | $9,025 | $7,002+28.9% | $6,174+46.2% | $6,342+42.3% |
| Admin fee / account holder | $805 | $11,877-93.2% | $9,806-91.8% | $12,315-93.5% |