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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 | $131,447 | $223,823-41.3% | $211,142-37.7% | $154,746-15.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.58% | 50.39%-29.8pp | 46.84%-26.3pp | 172.34%-151.8pp |
| Employer contribution / active EE | $10,988 | $6,787+61.9% | $6,442+70.6% | $4,379+150.9% |
| Participant deferral / active EE | $13,369 | $9,750+37.1% | $9,284+44.0% | $6,730+98.6% |
| Admin fee / account holder | $38,463 | $19,707+95.2% | $19,076+101.6% | $14,365+167.7% |