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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 | $103,521 | $227,399-54.5% | $189,758-45.4% | $198,609-47.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.25% | 61.03%-38.8pp | 52.62%-30.4pp | 202.70%-180.4pp |
| Employer contribution / active EE | $8,429 | $5,526+52.5% | $4,767+76.8% | $5,055+66.7% |
| Participant deferral / active EE | $13,645 | $6,837+99.6% | $5,856+133.0% | $6,977+95.6% |
| Admin fee / account holder | $8,670 | $25,162-65.5% | $20,388-57.5% | $19,030-54.4% |