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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 | $115,797 | $155,555-25.6% | $146,866-21.2% | $155,188-25.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 59.26% | 115.41%-56.2pp | 102.85%-43.6pp | 148.84%-89.6pp |
| Employer contribution / active EE | $13,844 | $4,647+197.9% | $4,425+212.9% | $4,248+225.9% |
| Participant deferral / active EE | $8,396 | $8,044+4.4% | $7,759+8.2% | $6,531+28.6% |
| Admin fee / account holder | $7,066 | $14,755-52.1% | $13,620-48.1% | $14,480-51.2% |