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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 | $112,013 | $155,555-28.0% | $146,866-23.7% | $155,188-27.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 39.66% | 115.41%-75.8pp | 102.85%-63.2pp | 148.84%-109.2pp |
| Employer contribution / active EE | $22,361 | $4,647+381.2% | $4,425+405.4% | $4,248+426.4% |
| Participant deferral / active EE | $16,134 | $8,044+100.6% | $7,759+107.9% | $6,531+147.0% |
| Admin fee / account holder | $4,565 | $14,755-69.1% | $13,620-66.5% | $14,480-68.5% |