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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 | $156,512 | $157,276-0.5% | $141,177+10.9% | $152,885+2.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.53% | 64.33%-43.8pp | 71.40%-50.9pp | 345.39%-324.9pp |
| Employer contribution / active EE | $10,564 | $5,262+100.8% | $4,736+123.1% | $4,763+121.8% |
| Participant deferral / active EE | $31,588 | $7,110+344.3% | $6,710+370.8% | $5,851+439.9% |
| Admin fee / account holder | $38,022 | $12,123+213.6% | $10,263+270.5% | $11,598+227.8% |