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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 | $111,007 | $148,629-25.3% | $135,982-18.4% | $139,487-20.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.04% | 79.33%-62.3pp | 68.32%-51.3pp | 373.84%-356.8pp |
| Employer contribution / active EE | $12,634 | $5,247+140.8% | $4,859+160.0% | $4,755+165.7% |
| Participant deferral / active EE | $11,064 | $8,102+36.5% | $7,760+42.6% | $6,713+64.8% |
| Admin fee / account holder | $3,543 | $12,406-71.4% | $10,767-67.1% | $11,407-68.9% |