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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 | $100,564 | $148,582-32.3% | $135,942-26.0% | $139,456-27.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.22% | 79.26%-59.0pp | 68.28%-48.1pp | 373.45%-353.2pp |
| Employer contribution / active EE | $7,268 | $5,245+38.6% | $4,858+49.6% | $4,753+52.9% |
| Participant deferral / active EE | $17,750 | $8,101+119.1% | $7,759+128.8% | $6,711+164.5% |
| Admin fee / account holder | $1,602 | $12,402-87.1% | $10,764-85.1% | $11,407-86.0% |