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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 | $128,353 | $185,905-31.0% | $170,057-24.5% | $139,487-8.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.21% | 60.56%-48.4pp | 53.42%-41.2pp | 373.84%-361.6pp |
| Employer contribution / active EE | $5,094 | $7,597-32.9% | $6,790-25.0% | $4,755+7.1% |
| Participant deferral / active EE | $7,101 | $11,627-38.9% | $10,411-31.8% | $6,713+5.8% |
| Admin fee / account holder | $18,679 | $15,397+21.3% | $12,826+45.6% | $11,407+63.7% |