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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 | $100,220 | $183,516-45.4% | $155,534-35.6% | $145,884-31.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.96% | 61.43%-47.5pp | 64.92%-51.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $13,864 | $5,315+160.9% | $4,675+196.6% | $4,662+197.4% |
| Participant deferral / active EE | $9,167 | $6,467+41.8% | $5,630+62.8% | $6,690+37.0% |
| Admin fee / account holder | $1,174 | $19,293-93.9% | $15,900-92.6% | $13,392-91.2% |