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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 | $122,639 | $183,539-33.2% | $155,556-21.2% | $145,897-15.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.37% | 61.31%-43.9pp | 64.84%-47.5pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,091 | $5,315-60.7% | $4,675-55.3% | $4,663-55.2% |
| Participant deferral / active EE | $16,146 | $6,467+149.7% | $5,631+186.7% | $6,689+141.4% |
| Admin fee / account holder | $18,541 | $19,275-3.8% | $15,885+16.7% | $13,390+38.5% |