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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 | $90,885 | $157,304-42.2% | $141,197-35.6% | $152,909-40.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.95% | 64.34%-43.4pp | 71.41%-50.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $15,395 | $5,263+192.5% | $4,736+225.1% | $4,764+223.2% |
| Participant deferral / active EE | $9,664 | $7,111+35.9% | $6,710+44.0% | $5,851+65.2% |
| Admin fee / account holder | $826 | $12,126-93.2% | $10,265-92.0% | $11,601-92.9% |