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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 | $140,850 | $176,105-20.0% | $159,474-11.7% | $167,536-15.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.59% | 331.91%-305.3pp | 263.68%-237.1pp | 478.82%-452.2pp |
| Employer contribution / active EE | $14,465 | $5,299+173.0% | $4,831+199.4% | $4,839+198.9% |
| Participant deferral / active EE | $14,015 | $7,751+80.8% | $7,353+90.6% | $6,342+121.0% |
| Admin fee / account holder | $1,422 | $12,559-88.7% | $10,802-86.8% | $12,315-88.4% |