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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 | $132,910 | $196,972-32.5% | $182,262-27.1% | $198,609-33.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 32.06% | 158.27%-126.2pp | 140.60%-108.5pp | 202.70%-170.6pp |
| Employer contribution / active EE | $11,765 | $5,364+119.4% | $5,046+133.2% | $5,055+132.7% |
| Participant deferral / active EE | $4,882 | $8,643-43.5% | $8,276-41.0% | $6,977-30.0% |
| Admin fee / account holder | $17,813 | $18,429-3.3% | $16,712+6.6% | $19,030-6.4% |