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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 | $110,637 | $157,296-29.7% | $141,191-21.6% | $152,897-27.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.08% | 64.34%-42.3pp | 71.41%-49.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $9,826 | $5,262+86.7% | $4,736+107.5% | $4,764+106.3% |
| Participant deferral / active EE | $11,049 | $7,111+55.4% | $6,710+64.7% | $5,851+88.8% |
| Admin fee / account holder | $1,141 | $12,125-90.6% | $10,264-88.9% | $11,599-90.2% |