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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 | $121,255 | $162,136-25.2% | $152,301-20.4% | $154,746-21.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.72% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $14,524 | $4,890+197.0% | $4,624+214.1% | $4,379+231.7% |
| Participant deferral / active EE | $10,904 | $8,341+30.7% | $8,004+36.2% | $6,730+62.0% |
| Admin fee / account holder | $41,690 | $15,759+164.5% | $14,398+189.6% | $14,365+190.2% |