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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 | $127,455 | $148,623-14.2% | $135,974-6.3% | $139,466-8.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.98% | 79.30%-57.3pp | 68.30%-46.3pp | 373.66%-351.7pp |
| Employer contribution / active EE | $19,066 | $5,246+263.4% | $4,859+292.4% | $4,754+301.1% |
| Participant deferral / active EE | $22,820 | $8,103+181.6% | $7,760+194.1% | $6,712+240.0% |
| Admin fee / account holder | $1,235 | $12,406-90.0% | $10,767-88.5% | $11,409-89.2% |