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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 | $127,896 | $108,911+17.4% | $100,392+27.4% | $145,884-12.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.07% | 58.23%-38.2pp | 49.45%-29.4pp | 551.85%-531.8pp |
| Employer contribution / active EE | $21,019 | $4,420+375.6% | $3,941+433.3% | $4,662+350.8% |
| Participant deferral / active EE | $11,570 | $8,459+36.8% | $8,090+43.0% | $6,690+73.0% |
| Admin fee / account holder | $720 | $9,698-92.6% | $7,904-90.9% | $13,392-94.6% |