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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 | $108,897+17.4% | $100,378+27.4% | $145,877-12.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.07% | 58.17%-38.1pp | 49.41%-29.3pp | 551.28%-531.2pp |
| Employer contribution / active EE | $21,019 | $4,420+375.5% | $3,942+433.2% | $4,663+350.8% |
| Participant deferral / active EE | $11,570 | $8,455+36.8% | $8,087+43.1% | $6,691+72.9% |
| Admin fee / account holder | $720 | $9,690-92.6% | $7,899-90.9% | $13,402-94.6% |