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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 | $111,756 | $150,412-25.7% | $120,574-7.3% | $145,884-23.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 24.13% | 154.50%-130.4pp | 107.42%-83.3pp | 551.85%-527.7pp |
| Employer contribution / active EE | $10,483 | $4,355+140.7% | $3,471+202.0% | $4,662+124.8% |
| Participant deferral / active EE | $8,782 | $6,175+42.2% | $4,996+75.8% | $6,690+31.3% |
| Admin fee / account holder | $1,589 | $12,224-87.0% | $9,445-83.2% | $13,392-88.1% |