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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 | $126,864 | $157,304-19.4% | $141,197-10.2% | $152,909-17.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.06% | 64.34%-47.3pp | 71.41%-54.3pp | 345.46%-328.4pp |
| Employer contribution / active EE | $12,492 | $5,263+137.4% | $4,736+163.7% | $4,764+162.2% |
| Participant deferral / active EE | $7,071 | $7,111-0.6% | $6,710+5.4% | $5,851+20.8% |
| Admin fee / account holder | $8,433 | $12,126-30.5% | $10,265-17.8% | $11,601-27.3% |