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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 | $195,748 | $208,088-5.9% | $186,193+5.1% | $154,746+26.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 63.16% | 89.97%-26.8pp | 78.03%-14.9pp | 172.34%-109.2pp |
| Employer contribution / active EE | $25,001 | $4,340+476.1% | $3,918+538.1% | $4,379+470.9% |
| Participant deferral / active EE | $21,760 | $7,078+207.4% | $6,513+234.1% | $6,730+223.3% |
| Admin fee / account holder | $1,997 | $11,698-82.9% | $11,058-81.9% | $14,365-86.1% |