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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 | $142,355 | $157,276-9.5% | $141,177+0.8% | $152,885-6.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.40% | 64.33%-39.9pp | 71.40%-47.0pp | 345.39%-321.0pp |
| Employer contribution / active EE | $16,800 | $5,262+219.3% | $4,736+254.8% | $4,763+252.7% |
| Participant deferral / active EE | $10,333 | $7,110+45.3% | $6,710+54.0% | $5,851+76.6% |
| Admin fee / account holder | $1,841 | $12,123-84.8% | $10,263-82.1% | $11,598-84.1% |