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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 | $113,336 | $227,291-50.1% | $214,702-47.2% | $155,188-27.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.63% | 60.08%-43.4pp | 54.55%-37.9pp | 148.84%-132.2pp |
| Employer contribution / active EE | $11,353 | $6,772+67.6% | $6,461+75.7% | $4,248+167.3% |
| Participant deferral / active EE | $12,323 | $9,582+28.6% | $9,147+34.7% | $6,531+88.7% |
| Admin fee / account holder | $20,211 | $20,413-1.0% | $19,830+1.9% | $14,480+39.6% |