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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 | $174,969 | $227,399-23.1% | $189,758-7.8% | $198,609-11.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.41% | 61.03%-48.6pp | 52.62%-40.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $20,563 | $5,526+272.1% | $4,767+331.4% | $5,055+306.7% |
| Participant deferral / active EE | $11,750 | $6,837+71.9% | $5,856+100.7% | $6,977+68.4% |
| Admin fee / account holder | $2,012 | $25,162-92.0% | $20,388-90.1% | $19,030-89.4% |