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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 | $132,420 | $227,399-41.8% | $189,758-30.2% | $198,609-33.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.65% | 61.03%-42.4pp | 52.62%-34.0pp | 202.70%-184.0pp |
| Employer contribution / active EE | $8,060 | $5,526+45.8% | $4,767+69.1% | $5,055+59.4% |
| Participant deferral / active EE | $8,038 | $6,837+17.6% | $5,856+37.3% | $6,977+15.2% |
| Admin fee / account holder | $37,881 | $25,162+50.5% | $20,388+85.8% | $19,030+99.1% |