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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 | $127,872 | $165,361-22.7% | $149,715-14.6% | $158,950-19.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.80% | 348.24%-331.4pp | 276.66%-259.9pp | 302.91%-286.1pp |
| Employer contribution / active EE | $8,730 | $5,103+71.1% | $4,645+88.0% | $4,762+83.3% |
| Participant deferral / active EE | $15,544 | $7,182+116.4% | $6,842+127.2% | $5,983+159.8% |
| Admin fee / account holder | $20,649 | $10,808+91.0% | $9,310+121.8% | $11,248+83.6% |