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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 | $113,773 | $162,136-29.8% | $152,301-25.3% | $154,746-26.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.72% | 91.02%-79.3pp | 80.50%-68.8pp | 172.34%-160.6pp |
| Employer contribution / active EE | $14,023 | $4,890+186.8% | $4,624+203.2% | $4,379+220.2% |
| Participant deferral / active EE | $12,577 | $8,341+50.8% | $8,004+57.1% | $6,730+86.9% |
| Admin fee / account holder | $33,910 | $15,759+115.2% | $14,398+135.5% | $14,365+136.1% |