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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 | $150,903 | $208,088-27.5% | $186,193-19.0% | $154,746-2.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.10% | 89.97%-73.9pp | 78.03%-61.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $11,448 | $4,340+163.8% | $3,918+192.2% | $4,379+161.4% |
| Participant deferral / active EE | $34,140 | $7,078+382.3% | $6,513+424.2% | $6,730+407.2% |
| Admin fee / account holder | $7,664 | $11,698-34.5% | $11,058-30.7% | $14,365-46.6% |