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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 | $105,911 | $129,737-18.4% | $119,126-11.1% | $154,746-31.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.78% | 379.08%-364.3pp | 282.11%-267.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $6,215 | $4,375+42.1% | $4,034+54.1% | $4,379+41.9% |
| Participant deferral / active EE | $7,849 | $5,842+34.4% | $5,318+47.6% | $6,730+16.6% |
| Admin fee / account holder | $15,136 | $11,961+26.6% | $10,693+41.6% | $14,365+5.4% |