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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 | $117,571 | $157,276-25.2% | $141,177-16.7% | $152,885-23.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.41% | 64.33%-43.9pp | 71.40%-51.0pp | 345.39%-325.0pp |
| Employer contribution / active EE | $8,505 | $5,262+61.6% | $4,736+79.6% | $4,763+78.6% |
| Participant deferral / active EE | $23,017 | $7,110+223.7% | $6,710+243.0% | $5,851+293.4% |
| Admin fee / account holder | $97,982 | $12,123+708.3% | $10,263+854.7% | $11,598+744.8% |