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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 | $115,379 | $157,270-26.6% | $141,173-18.3% | $152,870-24.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.90% | 64.33%-38.4pp | 71.40%-45.5pp | 345.34%-319.4pp |
| Employer contribution / active EE | $10,618 | $5,261+101.8% | $4,735+124.2% | $4,763+122.9% |
| Participant deferral / active EE | $10,487 | $7,110+47.5% | $6,710+56.3% | $5,850+79.2% |
| Admin fee / account holder | $3,561 | $12,121-70.6% | $10,262-65.3% | $11,597-69.3% |