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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 | $114,268 | $157,296-27.4% | $141,191-19.1% | $152,897-25.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.09% | 64.34%-44.2pp | 71.41%-51.3pp | 345.43%-325.3pp |
| Employer contribution / active EE | $22,548 | $5,262+328.5% | $4,736+376.1% | $4,764+373.3% |
| Participant deferral / active EE | $14,558 | $7,111+104.7% | $6,710+117.0% | $5,851+148.8% |
| Admin fee / account holder | $1,198 | $12,125-90.1% | $10,264-88.3% | $11,599-89.7% |