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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 | $113,049 | $157,276-28.1% | $141,177-19.9% | $152,885-26.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.77% | 64.33%-44.6pp | 71.40%-51.6pp | 345.39%-325.6pp |
| Employer contribution / active EE | $4,274 | $5,262-18.8% | $4,736-9.7% | $4,763-10.3% |
| Participant deferral / active EE | $16,909 | $7,110+137.8% | $6,710+152.0% | $5,851+189.0% |
| Admin fee / account holder | $1,005 | $12,123-91.7% | $10,263-90.2% | $11,598-91.3% |