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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 | $121,641 | $101,618+19.7% | $93,063+30.7% | $137,256-11.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.84% | 223.95%-209.1pp | 34.15%-19.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $19,575 | $2,707+623.1% | $2,476+690.5% | $4,156+371.0% |
| Participant deferral / active EE | $15,407 | $4,279+260.1% | $3,958+289.3% | $6,407+140.5% |
| Admin fee / account holder | $1,552 | $6,198-75.0% | $6,033-74.3% | $12,270-87.4% |