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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 | $99,124 | $157,296-37.0% | $141,191-29.8% | $152,897-35.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.39% | 64.34%-46.0pp | 71.41%-53.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $5,127 | $5,262-2.6% | $4,736+8.3% | $4,764+7.6% |
| Participant deferral / active EE | $12,476 | $7,111+75.5% | $6,710+85.9% | $5,851+113.2% |
| Admin fee / account holder | $34,261 | $12,125+182.6% | $10,264+233.8% | $11,599+195.4% |