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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 | $106,867 | $157,304-32.1% | $141,197-24.3% | $152,909-30.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.84% | 64.34%-42.5pp | 71.41%-49.6pp | 345.46%-323.6pp |
| Employer contribution / active EE | $9,224 | $5,263+75.3% | $4,736+94.7% | $4,764+93.6% |
| Participant deferral / active EE | $13,166 | $7,111+85.1% | $6,710+96.2% | $5,851+125.0% |
| Admin fee / account holder | $5,012 | $12,126-58.7% | $10,265-51.2% | $11,601-56.8% |