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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 | $43,620 | $157,304-72.3% | $141,197-69.1% | $152,909-71.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.93% | 64.34%-45.4pp | 71.41%-52.5pp | 345.46%-326.5pp |
| Employer contribution / active EE | $16,013 | $5,263+204.3% | $4,736+238.1% | $4,764+236.1% |
| Participant deferral / active EE | $10,634 | $7,111+49.5% | $6,710+58.5% | $5,851+81.7% |
| Admin fee / account holder | $2,636 | $12,126-78.3% | $10,265-74.3% | $11,601-77.3% |