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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 | $99,351 | $196,972-49.6% | $182,262-45.5% | $198,609-50.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.83% | 158.27%-144.4pp | 140.60%-126.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $2,522 | $5,364-53.0% | $5,046-50.0% | $5,055-50.1% |
| Participant deferral / active EE | $18,432 | $8,643+113.3% | $8,276+122.7% | $6,977+164.2% |
| Admin fee / account holder | $42,536 | $18,429+130.8% | $16,712+154.5% | $19,030+123.5% |