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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 | $128,535 | $196,972-34.7% | $182,262-29.5% | $198,609-35.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.84% | 158.27%-142.4pp | 140.60%-124.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $6,363 | $5,364+18.6% | $5,046+26.1% | $5,055+25.9% |
| Participant deferral / active EE | $6,183 | $8,643-28.5% | $8,276-25.3% | $6,977-11.4% |
| Admin fee / account holder | $17,257 | $18,429-6.4% | $16,712+3.3% | $19,030-9.3% |