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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 | $110,225 | $157,276-29.9% | $141,177-21.9% | $152,885-27.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.08% | 64.33%-46.3pp | 71.40%-53.3pp | 345.39%-327.3pp |
| Employer contribution / active EE | $15,231 | $5,262+189.5% | $4,736+221.6% | $4,763+219.8% |
| Participant deferral / active EE | $8,714 | $7,110+22.6% | $6,710+29.9% | $5,851+48.9% |
| Admin fee / account holder | $650 | $12,123-94.6% | $10,263-93.7% | $11,598-94.4% |