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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 | $157,304-45.5% | $141,197-39.2% | $152,909-43.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.65% | 64.34%-45.7pp | 71.41%-52.8pp | 345.46%-326.8pp |
| Employer contribution / active EE | $13,137 | $5,263+149.6% | $4,736+177.4% | $4,764+175.8% |
| Participant deferral / active EE | $11,788 | $7,111+65.8% | $6,710+75.7% | $5,851+101.5% |
| Admin fee / account holder | $5,444 | $12,126-55.1% | $10,265-47.0% | $11,601-53.1% |