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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 | $109,445 | $166,131-34.1% | $164,975-33.7% | $145,877-25.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.43% | 100.37%-78.9pp | 70.12%-48.7pp | 551.28%-529.9pp |
| Employer contribution / active EE | $25,743 | $5,276+388.0% | $4,343+492.8% | $4,663+452.1% |
| Participant deferral / active EE | $14,686 | $6,962+110.9% | $6,033+143.4% | $6,691+119.5% |
| Admin fee / account holder | $1,252 | $16,648-92.5% | $12,688-90.1% | $13,402-90.7% |