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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 | $139,883 | $227,291-38.5% | $214,702-34.8% | $155,188-9.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.27% | 60.08%-38.8pp | 54.55%-33.3pp | 148.84%-127.6pp |
| Employer contribution / active EE | $5,400 | $6,772-20.3% | $6,461-16.4% | $4,248+27.1% |
| Participant deferral / active EE | $15,496 | $9,582+61.7% | $9,147+69.4% | $6,531+137.3% |
| Admin fee / account holder | $7,500 | $20,413-63.3% | $19,830-62.2% | $14,480-48.2% |