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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 | $108,866 | $157,304-30.8% | $141,197-22.9% | $152,909-28.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.46% | 64.34%-48.9pp | 71.41%-55.9pp | 345.46%-330.0pp |
| Employer contribution / active EE | $9,143 | $5,263+73.7% | $4,736+93.0% | $4,764+91.9% |
| Participant deferral / active EE | $11,499 | $7,111+61.7% | $6,710+71.4% | $5,851+96.5% |
| Admin fee / account holder | $180,840 | $12,126+1391.4% | $10,265+1661.7% | $11,601+1458.9% |