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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 | $123,369 | $185,905-33.6% | $170,057-27.5% | $139,487-11.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.02% | 60.56%-41.5pp | 53.42%-34.4pp | 373.84%-354.8pp |
| Employer contribution / active EE | $23,907 | $7,597+214.7% | $6,790+252.1% | $4,755+402.8% |
| Participant deferral / active EE | $11,115 | $11,627-4.4% | $10,411+6.8% | $6,713+65.6% |
| Admin fee / account holder | $2,426 | $15,397-84.2% | $12,826-81.1% | $11,407-78.7% |