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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 | $107,566 | $157,276-31.6% | $141,177-23.8% | $152,885-29.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.41% | 64.33%-34.9pp | 71.40%-42.0pp | 345.39%-316.0pp |
| Employer contribution / active EE | $22,943 | $5,262+336.0% | $4,736+384.5% | $4,763+381.7% |
| Participant deferral / active EE | $13,698 | $7,110+92.6% | $6,710+104.1% | $5,851+134.1% |
| Admin fee / account holder | $680 | $12,123-94.4% | $10,263-93.4% | $11,598-94.1% |