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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 | $98,722 | $157,296-37.2% | $141,191-30.1% | $152,897-35.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.12% | 64.34%-45.2pp | 71.41%-52.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $12,914 | $5,262+145.4% | $4,736+172.7% | $4,764+171.1% |
| Participant deferral / active EE | $9,446 | $7,111+32.8% | $6,710+40.8% | $5,851+61.4% |
| Admin fee / account holder | $2,639 | $12,125-78.2% | $10,264-74.3% | $11,599-77.3% |