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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 | $116,791 | $157,296-25.8% | $141,191-17.3% | $152,897-23.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.54% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $14,771 | $5,262+180.7% | $4,736+211.9% | $4,764+210.1% |
| Participant deferral / active EE | $6,900 | $7,111-3.0% | $6,710+2.8% | $5,851+17.9% |
| Admin fee / account holder | $709 | $12,125-94.2% | $10,264-93.1% | $11,599-93.9% |