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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 | $88,370 | $115,810-23.7% | $101,271-12.7% | $158,966-44.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 37.37% | 56.15%-18.8pp | 46.48%-9.1pp | 302.95%-265.6pp |
| Employer contribution / active EE | $18,981 | $4,175+354.6% | $3,660+418.6% | $4,762+298.6% |
| Participant deferral / active EE | $15,712 | $4,958+216.9% | $4,371+259.5% | $5,983+162.6% |
| Admin fee / account holder | $4,167 | $7,248-42.5% | $5,948-29.9% | $11,250-63.0% |