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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 | $113,286 | $157,304-28.0% | $141,197-19.8% | $152,909-25.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.66% | 64.34%-41.7pp | 71.41%-48.7pp | 345.46%-322.8pp |
| Employer contribution / active EE | $16,862 | $5,263+220.4% | $4,736+256.0% | $4,764+253.9% |
| Participant deferral / active EE | $12,812 | $7,111+80.2% | $6,710+90.9% | $5,851+119.0% |
| Admin fee / account holder | $7,023 | $12,126-42.1% | $10,265-31.6% | $11,601-39.5% |