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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 | $133,423 | $197,637-32.5% | $177,848-25.0% | $158,982-16.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.82% | 58.77%-35.9pp | 48.33%-25.5pp | 302.99%-280.2pp |
| Employer contribution / active EE | $19,896 | $6,698+197.0% | $5,919+236.2% | $4,763+317.7% |
| Participant deferral / active EE | $12,186 | $8,405+45.0% | $7,714+58.0% | $5,983+103.7% |
| Admin fee / account holder | $2,665 | $15,406-82.7% | $12,431-78.6% | $11,252-76.3% |