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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 | $117,533 | $196,972-40.3% | $182,262-35.5% | $198,609-40.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.56% | 158.27%-141.7pp | 140.60%-124.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $12,410 | $5,364+131.4% | $5,046+145.9% | $5,055+145.5% |
| Participant deferral / active EE | $12,607 | $8,643+45.9% | $8,276+52.3% | $6,977+80.7% |
| Admin fee / account holder | $1,096 | $18,429-94.1% | $16,712-93.4% | $19,030-94.2% |