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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 | $120,331 | $196,972-38.9% | $182,262-34.0% | $198,609-39.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.49% | 158.27%-134.8pp | 140.60%-117.1pp | 202.70%-179.2pp |
| Employer contribution / active EE | $7,305 | $5,364+36.2% | $5,046+44.8% | $5,055+44.5% |
| Participant deferral / active EE | $12,927 | $8,643+49.6% | $8,276+56.2% | $6,977+85.3% |
| Admin fee / account holder | $24,243 | $18,429+31.6% | $16,712+45.1% | $19,030+27.4% |