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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 | $91,777 | $196,972-53.4% | $182,262-49.6% | $198,609-53.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.71% | 158.27%-135.6pp | 140.60%-117.9pp | 202.70%-180.0pp |
| Employer contribution / active EE | $11,447 | $5,364+113.4% | $5,046+126.9% | $5,055+126.4% |
| Participant deferral / active EE | $21,543 | $8,643+149.3% | $8,276+160.3% | $6,977+208.8% |
| Admin fee / account holder | $19,302 | $18,429+4.7% | $16,712+15.5% | $19,030+1.4% |