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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 | $82,122 | $157,304-47.8% | $141,197-41.8% | $152,909-46.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.82% | 64.34%-43.5pp | 71.41%-50.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $11,155 | $5,263+112.0% | $4,736+135.5% | $4,764+134.2% |
| Participant deferral / active EE | $10,703 | $7,111+50.5% | $6,710+59.5% | $5,851+82.9% |
| Admin fee / account holder | $2,522 | $12,126-79.2% | $10,265-75.4% | $11,601-78.3% |