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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 | $100,071 | $148,623-32.7% | $135,974-26.4% | $139,466-28.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.62% | 79.30%-57.7pp | 68.30%-46.7pp | 373.66%-352.0pp |
| Employer contribution / active EE | $14,550 | $5,246+177.3% | $4,859+199.4% | $4,754+206.1% |
| Participant deferral / active EE | $11,774 | $8,103+45.3% | $7,760+51.7% | $6,712+75.4% |
| Admin fee / account holder | $3,994 | $12,406-67.8% | $10,767-62.9% | $11,409-65.0% |