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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 | $124,203 | $183,539-32.3% | $155,556-20.2% | $145,897-14.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.22% | 61.31%-40.1pp | 64.84%-43.6pp | 552.29%-531.1pp |
| Employer contribution / active EE | $21,232 | $5,315+299.5% | $4,675+354.1% | $4,663+355.4% |
| Participant deferral / active EE | $25,526 | $6,467+294.7% | $5,631+353.3% | $6,689+281.6% |
| Admin fee / account holder | $4,152 | $19,275-78.5% | $15,885-73.9% | $13,390-69.0% |