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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 | $134,326 | $209,336-35.8% | $197,124-31.9% | $137,256-2.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.14% | 48.09%-34.0pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $11,222 | $6,591+70.3% | $6,227+80.2% | $4,156+170.0% |
| Participant deferral / active EE | $8,526 | $9,614-11.3% | $9,135-6.7% | $6,407+33.1% |
| Admin fee / account holder | $48,462 | $17,308+180.0% | $16,298+197.4% | $12,270+295.0% |