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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 | $105,159 | $202,463-48.1% | $169,397-37.9% | $139,487-24.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.57% | 532.64%-513.1pp | 406.23%-386.7pp | 373.84%-354.3pp |
| Employer contribution / active EE | $5,100 | $4,694+8.7% | $4,013+27.1% | $4,755+7.3% |
| Participant deferral / active EE | $14,882 | $6,941+114.4% | $6,223+139.1% | $6,713+121.7% |
| Admin fee / account holder | $2,547 | $10,726-76.3% | $9,017-71.8% | $11,407-77.7% |