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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 | $115,376 | $154,209-25.2% | $130,062-11.3% | $139,487-17.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 51.01% | 32.52%+18.5pp | -137.37%+188.4pp | 373.84%-322.8pp |
| Employer contribution / active EE | $4,506 | $5,292-14.9% | $4,322+4.3% | $4,755-5.2% |
| Participant deferral / active EE | $10,574 | $6,709+57.6% | $5,821+81.7% | $6,713+57.5% |
| Admin fee / account holder | $1,572 | $13,988-88.8% | $10,601-85.2% | $11,407-86.2% |