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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 | $115,103 | $148,629-22.6% | $135,982-15.4% | $139,487-17.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.61% | 79.33%-56.7pp | 68.32%-45.7pp | 373.84%-351.2pp |
| Employer contribution / active EE | $18,859 | $5,247+259.5% | $4,859+288.1% | $4,755+296.6% |
| Participant deferral / active EE | $18,000 | $8,102+122.2% | $7,760+132.0% | $6,713+168.2% |
| Admin fee / account holder | $1,253 | $12,406-89.9% | $10,767-88.4% | $11,407-89.0% |