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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 | $93,639 | $107,363-12.8% | $92,909+0.8% | $152,897-38.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.60% | 145.63%-123.0pp | 109.44%-86.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $5,006 | $4,222+18.6% | $3,653+37.0% | $4,764+5.1% |
| Participant deferral / active EE | $20,000 | $4,848+312.6% | $4,238+371.9% | $5,851+241.8% |
| Admin fee / account holder | $1,736 | $7,082-75.5% | $5,795-70.0% | $11,599-85.0% |