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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 | $107,326 | $126,113-14.9% | $116,096-7.6% | $155,188-30.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 18.79% | 391.72%-372.9pp | 326.25%-307.5pp | 148.84%-130.0pp |
| Employer contribution / active EE | $5,863 | $2,672+119.4% | $2,503+134.2% | $4,248+38.0% |
| Participant deferral / active EE | $14,105 | $4,162+238.9% | $3,952+256.9% | $6,531+116.0% |
| Admin fee / account holder | $583 | $8,045-92.8% | $7,704-92.4% | $14,480-96.0% |