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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 | $102,243 | $157,296-35.0% | $141,191-27.6% | $152,897-33.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.30% | 64.34%-48.0pp | 71.41%-55.1pp | 345.43%-329.1pp |
| Employer contribution / active EE | $7,762 | $5,262+47.5% | $4,736+63.9% | $4,764+63.0% |
| Participant deferral / active EE | $5,077 | $7,111-28.6% | $6,710-24.3% | $5,851-13.2% |
| Admin fee / account holder | $14,649 | $12,125+20.8% | $10,264+42.7% | $11,599+26.3% |