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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 | $90,814 | $157,304-42.3% | $141,197-35.7% | $152,909-40.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 39.11% | 64.34%-25.2pp | 71.41%-32.3pp | 345.46%-306.4pp |
| Employer contribution / active EE | $15,825 | $5,263+200.7% | $4,736+234.1% | $4,764+232.2% |
| Participant deferral / active EE | $3,449 | $7,111-51.5% | $6,710-48.6% | $5,851-41.1% |
| Admin fee / account holder | $17,003 | $12,126+40.2% | $10,265+65.6% | $11,601+46.6% |