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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 | $130,280 | $157,304-17.2% | $141,197-7.7% | $152,909-14.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.17% | 64.34%-43.2pp | 71.41%-50.2pp | 345.46%-324.3pp |
| Employer contribution / active EE | $13,351 | $5,263+153.7% | $4,736+181.9% | $4,764+180.2% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $6,907 | $12,126-43.0% | $10,265-32.7% | $11,601-40.5% |