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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 | $94,602 | $157,296-39.9% | $141,191-33.0% | $152,897-38.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.71% | 64.34%-42.6pp | 71.41%-49.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $14,688 | $5,262+179.1% | $4,736+210.1% | $4,764+208.3% |
| Participant deferral / active EE | $14,688 | $7,111+106.6% | $6,710+118.9% | $5,851+151.0% |
| Admin fee / account holder | $1,583 | $12,125-86.9% | $10,264-84.6% | $11,599-86.4% |