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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 | $115,649 | $148,623-22.2% | $135,974-14.9% | $139,466-17.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.43% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.2pp |
| Employer contribution / active EE | $24,872 | $5,246+374.1% | $4,859+411.9% | $4,754+423.2% |
| Participant deferral / active EE | $20,263 | $8,103+150.1% | $7,760+161.1% | $6,712+201.9% |
| Admin fee / account holder | $20,827 | $12,406+67.9% | $10,767+93.4% | $11,409+82.6% |