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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 | $90,790 | $157,304-42.3% | $141,197-35.7% | $152,909-40.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.72% | 64.34%-42.6pp | 71.41%-49.7pp | 345.46%-323.7pp |
| Employer contribution / active EE | $15,367 | $5,263+192.0% | $4,736+224.5% | $4,764+222.6% |
| Participant deferral / active EE | $15,973 | $7,111+124.6% | $6,710+138.0% | $5,851+173.0% |
| Admin fee / account holder | $700 | $12,126-94.2% | $10,265-93.2% | $11,601-94.0% |