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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 | $89,599 | $157,296-43.0% | $141,191-36.5% | $152,897-41.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.81% | 64.34%-45.5pp | 71.41%-52.6pp | 345.43%-326.6pp |
| Employer contribution / active EE | $16,360 | $5,262+210.9% | $4,736+245.4% | $4,764+243.4% |
| Participant deferral / active EE | $18,192 | $7,111+155.8% | $6,710+171.1% | $5,851+210.9% |
| Admin fee / account holder | $1,725 | $12,125-85.8% | $10,264-83.2% | $11,599-85.1% |