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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 | $225,673-13.3% | $203,872-4.0% | $155,188+26.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 63.16% | 95.91%-32.8pp | 85.11%-21.9pp | 148.84%-85.7pp |
| Employer contribution / active EE | $25,001 | $4,099+510.0% | $3,757+565.4% | $4,248+488.6% |
| Participant deferral / active EE | $21,760 | $6,893+215.7% | $6,388+240.7% | $6,531+233.2% |
| Admin fee / account holder | $1,997 | $12,327-83.8% | $11,730-83.0% | $14,480-86.2% |