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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 | $85,791 | $157,270-45.4% | $141,173-39.2% | $152,870-43.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.65% | 64.33%-45.7pp | 71.40%-52.7pp | 345.34%-326.7pp |
| Employer contribution / active EE | $13,137 | $5,261+149.7% | $4,735+177.4% | $4,763+175.8% |
| Participant deferral / active EE | $11,788 | $7,110+65.8% | $6,710+75.7% | $5,850+101.5% |
| Admin fee / account holder | $5,444 | $12,121-55.1% | $10,262-46.9% | $11,597-53.1% |