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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 | $145,049 | $196,972-26.4% | $182,262-20.4% | $198,609-27.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.80% | 158.27%-149.5pp | 140.60%-131.8pp | 202.70%-193.9pp |
| Employer contribution / active EE | $22,867 | $5,364+326.3% | $5,046+353.2% | $5,055+352.3% |
| Participant deferral / active EE | $12,564 | $8,643+45.4% | $8,276+51.8% | $6,977+80.1% |
| Admin fee / account holder | $1,127 | $18,429-93.9% | $16,712-93.3% | $19,030-94.1% |