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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 | $91,930 | $165,399-44.4% | $149,745-38.6% | $158,982-42.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.40% | 348.34%-322.9pp | 276.72%-251.3pp | 302.99%-277.6pp |
| Employer contribution / active EE | $25,986 | $5,105+409.1% | $4,646+459.4% | $4,763+445.6% |
| Participant deferral / active EE | $14,372 | $7,183+100.1% | $6,843+110.0% | $5,983+140.2% |
| Admin fee / account holder | $9,307 | $10,811-13.9% | $9,3120% | $11,252-17.3% |