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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 | $98,621 | $157,276-37.3% | $141,177-30.1% | $152,885-35.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.85% | 64.33%-44.5pp | 71.40%-51.6pp | 345.39%-325.5pp |
| Employer contribution / active EE | $6,956 | $5,262+32.2% | $4,736+46.9% | $4,763+46.0% |
| Participant deferral / active EE | $7,682 | $7,110+8.0% | $6,710+14.5% | $5,851+31.3% |
| Admin fee / account holder | $1,584 | $12,123-86.9% | $10,263-84.6% | $11,598-86.3% |