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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 | $101,301 | $157,296-35.6% | $141,191-28.3% | $152,897-33.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.10% | 64.34%-42.2pp | 71.41%-49.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $8,098 | $5,262+53.9% | $4,736+71.0% | $4,764+70.0% |
| Participant deferral / active EE | $13,594 | $7,111+91.2% | $6,710+102.6% | $5,851+132.3% |
| Admin fee / account holder | $6,745 | $12,125-44.4% | $10,264-34.3% | $11,599-41.9% |