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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 | $109,064 | $148,623-26.6% | $135,974-19.8% | $139,466-21.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.32% | 79.30%-60.0pp | 68.30%-49.0pp | 373.66%-354.3pp |
| Employer contribution / active EE | $16,323 | $5,246+211.1% | $4,859+235.9% | $4,754+243.4% |
| Participant deferral / active EE | $5,169 | $8,103-36.2% | $7,760-33.4% | $6,712-23.0% |
| Admin fee / account holder | $4,485 | $12,406-63.8% | $10,767-58.3% | $11,409-60.7% |