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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 | $73,775 | $183,516-59.8% | $155,534-52.6% | $145,884-49.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.54% | 61.43%-39.9pp | 64.92%-43.4pp | 551.85%-530.3pp |
| Employer contribution / active EE | $16,915 | $5,315+218.3% | $4,675+261.8% | $4,662+262.8% |
| Participant deferral / active EE | $12,708 | $6,467+96.5% | $5,630+125.7% | $6,690+90.0% |
| Admin fee / account holder | $18,957 | $19,293-1.7% | $15,900+19.2% | $13,392+41.6% |