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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 | $195,606 | $227,399-14.0% | $189,758+3.1% | $198,609-1.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.54% | 61.03%-41.5pp | 52.62%-33.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $16,995 | $5,526+207.5% | $4,767+256.5% | $5,055+236.2% |
| Participant deferral / active EE | $10,245 | $6,837+49.8% | $5,856+74.9% | $6,977+46.8% |
| Admin fee / account holder | $1,543 | $25,162-93.9% | $20,388-92.4% | $19,030-91.9% |