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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 | $112,964 | $227,597-50.4% | $189,575-40.4% | $167,536-32.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.21% | 78.44%-64.2pp | 64.19%-50.0pp | 478.82%-464.6pp |
| Employer contribution / active EE | $19,245 | $5,316+262.0% | $4,412+336.2% | $4,839+297.7% |
| Participant deferral / active EE | $10,114 | $7,002+44.4% | $6,174+63.8% | $6,342+59.5% |
| Admin fee / account holder | $1,578 | $11,877-86.7% | $9,806-83.9% | $12,315-87.2% |