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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 | $112,485 | $183,539-38.7% | $155,556-27.7% | $145,897-22.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.25% | 61.31%-41.1pp | 64.84%-44.6pp | 552.29%-532.0pp |
| Employer contribution / active EE | $2,076 | $5,315-60.9% | $4,675-55.6% | $4,663-55.5% |
| Participant deferral / active EE | $2,076 | $6,467-67.9% | $5,631-63.1% | $6,689-69.0% |
| Admin fee / account holder | $14,553 | $19,275-24.5% | $15,885-8.4% | $13,390+8.7% |