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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 | $101,818 | $165,399-38.4% | $149,745-32.0% | $158,982-36.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.75% | 348.34%-335.6pp | 276.72%-264.0pp | 302.99%-290.2pp |
| Employer contribution / active EE | $7,495 | $5,105+46.8% | $4,646+61.3% | $4,763+57.4% |
| Participant deferral / active EE | $18,358 | $7,183+155.6% | $6,843+168.3% | $5,983+206.8% |
| Admin fee / account holder | $15,606 | $10,811+44.3% | $9,312+67.6% | $11,252+38.7% |