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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 | $111,312 | $157,304-29.2% | $141,197-21.2% | $152,909-27.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.91% | 64.34%-43.4pp | 71.41%-50.5pp | 345.46%-324.6pp |
| Employer contribution / active EE | $11,702 | $5,263+122.4% | $4,736+147.1% | $4,764+145.6% |
| Participant deferral / active EE | $14,794 | $7,111+108.1% | $6,710+120.5% | $5,851+152.8% |
| Admin fee / account holder | $594 | $12,126-95.1% | $10,265-94.2% | $11,601-94.9% |