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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 | $121,136 | $183,539-34.0% | $155,556-22.1% | $145,897-17.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 40.44% | 61.31%-20.9pp | 64.84%-24.4pp | 552.29%-511.8pp |
| Employer contribution / active EE | $23,348 | $5,315+339.3% | $4,675+399.4% | $4,663+400.7% |
| Participant deferral / active EE | $19,184 | $6,467+196.7% | $5,631+240.7% | $6,689+186.8% |
| Admin fee / account holder | $14,626 | $19,275-24.1% | $15,885-7.9% | $13,390+9.2% |