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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 | $98,746 | $157,304-37.2% | $141,197-30.1% | $152,909-35.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.61% | 64.34%-47.7pp | 71.41%-54.8pp | 345.46%-328.9pp |
| Employer contribution / active EE | $11,097 | $5,263+110.9% | $4,736+134.3% | $4,764+132.9% |
| Participant deferral / active EE | $8,699 | $7,111+22.3% | $6,710+29.6% | $5,851+48.7% |
| Admin fee / account holder | $14,920 | $12,126+23.0% | $10,265+45.4% | $11,601+28.6% |