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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 | $98,606 | $157,276-37.3% | $141,177-30.2% | $152,885-35.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.12% | 64.33%-40.2pp | 71.40%-47.3pp | 345.39%-321.3pp |
| Employer contribution / active EE | $11,902 | $5,262+126.2% | $4,736+151.3% | $4,763+149.9% |
| Participant deferral / active EE | $7,841 | $7,110+10.3% | $6,710+16.9% | $5,851+34.0% |
| Admin fee / account holder | $2,309 | $12,123-81.0% | $10,263-77.5% | $11,598-80.1% |