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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 | $116,392 | $148,623-21.7% | $135,974-14.4% | $139,466-16.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.45% | 79.30%-57.8pp | 68.30%-46.9pp | 373.66%-352.2pp |
| Employer contribution / active EE | $71,145 | $5,246+1256.1% | $4,859+1364.2% | $4,754+1396.6% |
| Participant deferral / active EE | $7,935 | $8,103-2.1% | $7,760+2.3% | $6,712+18.2% |
| Admin fee / account holder | $2,131 | $12,406-82.8% | $10,767-80.2% | $11,409-81.3% |