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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 | $108,986 | $172,111-36.7% | $150,298-27.5% | $137,256-20.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.46% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $10,282 | $4,636+121.8% | $4,154+147.5% | $4,156+147.4% |
| Participant deferral / active EE | $16,024 | $6,166+159.9% | $5,453+193.9% | $6,407+150.1% |
| Admin fee / account holder | $12,087 | $16,471-26.6% | $14,116-14.4% | $12,270-1.5% |