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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 | $122,680 | $185,856-34.0% | $170,028-27.8% | $139,456-12.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.14% | 60.52%-44.4pp | 53.39%-37.3pp | 373.45%-357.3pp |
| Employer contribution / active EE | $2,715 | $7,593-64.2% | $6,788-60.0% | $4,753-42.9% |
| Participant deferral / active EE | $3,860 | $11,623-66.8% | $10,409-62.9% | $6,711-42.5% |
| Admin fee / account holder | $15,804 | $15,387+2.7% | $12,820+23.3% | $11,407+38.5% |