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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 | $109,129 | $197,625-44.8% | $177,840-38.6% | $158,966-31.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.74% | 58.76%-44.0pp | 48.32%-33.6pp | 302.95%-288.2pp |
| Employer contribution / active EE | $23,046 | $6,698+244.1% | $5,919+289.4% | $4,762+383.9% |
| Participant deferral / active EE | $12,784 | $8,405+52.1% | $7,714+65.7% | $5,983+113.7% |
| Admin fee / account holder | $13,529 | $15,405-12.2% | $12,431+8.8% | $11,250+20.3% |