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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 | $109,449 | $165,381-33.8% | $149,730-26.9% | $158,966-31.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.84% | 348.29%-325.5pp | 276.70%-253.9pp | 302.95%-280.1pp |
| Employer contribution / active EE | $21,536 | $5,104+321.9% | $4,645+363.6% | $4,762+352.2% |
| Participant deferral / active EE | $12,086 | $7,182+68.3% | $6,843+76.6% | $5,983+102.0% |
| Admin fee / account holder | $324 | $10,809-97.0% | $9,310-96.5% | $11,250-97.1% |