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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 | $132,284 | $223,823-40.9% | $211,142-37.3% | $154,746-14.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.52% | 50.39%-34.9pp | 46.84%-31.3pp | 172.34%-156.8pp |
| Employer contribution / active EE | $7,328 | $6,787+8.0% | $6,442+13.8% | $4,379+67.3% |
| Participant deferral / active EE | $23,373 | $9,750+139.7% | $9,284+151.8% | $6,730+247.3% |
| Admin fee / account holder | $10,569 | $19,707-46.4% | $19,076-44.6% | $14,365-26.4% |