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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 | $131,038 | $181,062-27.6% | $158,223-17.2% | $155,188-15.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.21% | 57.39%-45.2pp | 52.09%-39.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $12,025 | $4,565+163.4% | $4,109+192.7% | $4,248+183.1% |
| Participant deferral / active EE | $6,714 | $6,134+9.5% | $5,467+22.8% | $6,531+2.8% |
| Admin fee / account holder | $35,104 | $18,825+86.5% | $16,047+118.8% | $14,480+142.4% |