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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 | $145,568 | $227,597-36.0% | $189,575-23.2% | $167,536-13.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 33.91% | 78.44%-44.5pp | 64.19%-30.3pp | 478.82%-444.9pp |
| Employer contribution / active EE | $20,309 | $5,316+282.0% | $4,412+360.3% | $4,839+319.7% |
| Participant deferral / active EE | $17,417 | $7,002+148.7% | $6,174+182.1% | $6,342+174.6% |
| Admin fee / account holder | $1,020 | $11,877-91.4% | $9,806-89.6% | $12,315-91.7% |