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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 | $131,548 | $197,637-33.4% | $177,848-26.0% | $158,982-17.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.25% | 58.77%-42.5pp | 48.33%-32.1pp | 302.99%-286.7pp |
| Employer contribution / active EE | $7,467 | $6,698+11.5% | $5,919+26.2% | $4,763+56.8% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16,094 | $15,406+4.5% | $12,431+29.5% | $11,252+43.0% |