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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 | $107,667 | $165,351-34.9% | $149,710-28.1% | $158,931-32.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.75% | 348.19%-321.4pp | 276.63%-249.9pp | 302.86%-276.1pp |
| Employer contribution / active EE | $11,153 | $5,103+118.5% | $4,645+140.1% | $4,761+134.2% |
| Participant deferral / active EE | $8,890 | $7,181+23.8% | $6,842+29.9% | $5,982+48.6% |
| Admin fee / account holder | $4,659 | $10,807-56.9% | $9,309-50.0% | $11,247-58.6% |