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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 | $96,113 | $157,296-38.9% | $141,191-31.9% | $152,897-37.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.22% | 64.34%-43.1pp | 71.41%-50.2pp | 345.43%-324.2pp |
| Employer contribution / active EE | $9,602 | $5,262+82.5% | $4,736+102.7% | $4,764+101.6% |
| Participant deferral / active EE | $10,510 | $7,111+47.8% | $6,710+56.6% | $5,851+79.6% |
| Admin fee / account holder | $1,306 | $12,125-89.2% | $10,264-87.3% | $11,599-88.7% |