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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 | $113,491 | $162,136-30.0% | $152,301-25.5% | $154,746-26.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.85% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $8,199 | $4,890+67.7% | $4,624+77.3% | $4,379+87.2% |
| Participant deferral / active EE | $19,698 | $8,341+136.2% | $8,004+146.1% | $6,730+192.7% |
| Admin fee / account holder | $12,133 | $15,759-23.0% | $14,398-15.7% | $14,365-15.5% |