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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 | $150,207-25.6% | $120,380-7.2% | $145,978-23.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 24.13% | 154.28%-130.1pp | 107.28%-83.1pp | 550.52%-526.4pp |
| Employer contribution / active EE | $10,483 | $4,351+140.9% | $3,465+202.5% | $4,662+124.9% |
| Participant deferral / active EE | $8,782 | $6,175+42.2% | $4,992+75.9% | $6,690+31.3% |
| Admin fee / account holder | $1,589 | $12,203-87.0% | $9,421-83.1% | $13,400-88.1% |