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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 | $112,118 | $166,020-32.5% | $164,866-32.0% | $145,959-23.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.64% | 100.08%-84.4pp | 69.97%-54.3pp | 561.95%-546.3pp |
| Employer contribution / active EE | $10,986 | $5,275+108.3% | $4,343+153.0% | $4,661+135.7% |
| Participant deferral / active EE | $9,507 | $6,961+36.6% | $6,033+57.6% | $6,689+42.1% |
| Admin fee / account holder | $24,999 | $16,644+50.2% | $12,689+97.0% | $13,398+86.6% |