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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 | $106,123 | $176,120-39.7% | $159,487-33.5% | $167,553-36.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.67% | 331.95%-312.3pp | 263.71%-244.0pp | 478.89%-459.2pp |
| Employer contribution / active EE | $12,850 | $5,299+142.5% | $4,831+166.0% | $4,840+165.5% |
| Participant deferral / active EE | $3,253 | $7,752-58.0% | $7,354-55.8% | $6,343-48.7% |
| Admin fee / account holder | $1,720 | $12,561-86.3% | $10,804-84.1% | $12,316-86.0% |