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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 | $289,211-32.3% | $260,467-24.8% | $198,609-1.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 63.16% | 112.90%-49.7pp | 100.60%-37.4pp | 202.70%-139.5pp |
| Employer contribution / active EE | $25,001 | $4,663+436.1% | $4,239+489.8% | $5,055+394.5% |
| Participant deferral / active EE | $21,760 | $6,812+219.4% | $6,319+244.3% | $6,977+211.9% |
| Admin fee / account holder | $1,997 | $16,236-87.7% | $15,461-87.1% | $19,030-89.5% |