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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 | $105,728 | $181,062-41.6% | $158,223-33.2% | $155,188-31.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.13% | 57.39%-44.3pp | 52.09%-39.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $12,414 | $4,565+172.0% | $4,109+202.1% | $4,248+192.3% |
| Participant deferral / active EE | $8,133 | $6,134+32.6% | $5,467+48.8% | $6,531+24.5% |
| Admin fee / account holder | $5,356 | $18,825-71.5% | $16,047-66.6% | $14,480-63.0% |