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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 | $104,408 | $172,111-39.3% | $150,298-30.5% | $137,256-23.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.61% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $20,355 | $4,636+339.0% | $4,154+390.0% | $4,156+389.8% |
| Participant deferral / active EE | $12,475 | $6,166+102.3% | $5,453+128.8% | $6,407+94.7% |
| Admin fee / account holder | $15,243 | $16,471-7.5% | $14,116+8.0% | $12,270+24.2% |