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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 | $128,029 | $183,988-30.4% | $162,177-21.1% | $152,897-16.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 101.53% | 150.79%-49.3pp | 115.60%-14.1pp | 345.43%-243.9pp |
| Employer contribution / active EE | $13,061 | $6,370+105.0% | $5,613+132.7% | $4,764+174.2% |
| Participant deferral / active EE | $11,105 | $8,032+38.3% | $7,297+52.2% | $5,851+89.8% |
| Admin fee / account holder | $761 | $13,123-94.2% | $10,843-93.0% | $11,599-93.4% |