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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 | $135,333 | $154,228-12.3% | $145,433-6.9% | $137,256-1.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.94% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $12,504 | $4,804+160.3% | $4,554+174.5% | $4,156+200.9% |
| Participant deferral / active EE | $13,852 | $8,216+68.6% | $7,897+75.4% | $6,407+116.2% |
| Admin fee / account holder | $15,385 | $14,344+7.3% | $13,129+17.2% | $12,270+25.4% |