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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 | $126,041 | $183,516-31.3% | $155,534-19.0% | $145,884-13.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.49% | 61.43%-35.9pp | 64.92%-39.4pp | 551.85%-526.4pp |
| Employer contribution / active EE | $15,000 | $5,315+182.2% | $4,675+220.9% | $4,662+221.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,245 | $19,293-93.5% | $15,900-92.2% | $13,392-90.7% |