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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 | $127,897 | $183,592-30.3% | $155,574-17.8% | $145,877-12.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 61.37%-49.9pp | 64.87%-53.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $8,777 | $5,317+65.1% | $4,676+87.7% | $4,663+88.2% |
| Participant deferral / active EE | $6,689 | $6,466+3.4% | $5,629+18.8% | $6,6910% |
| Admin fee / account holder | $30,949 | $19,316+60.2% | $15,914+94.5% | $13,402+130.9% |