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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 | $122,407 | $185,856-34.1% | $170,028-28.0% | $139,456-12.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.51% | 60.52%-45.0pp | 53.39%-37.9pp | 373.45%-357.9pp |
| Employer contribution / active EE | $10,000 | $7,593+31.7% | $6,788+47.3% | $4,753+110.4% |
| Participant deferral / active EE | $11,250 | $11,623-3.2% | $10,409+8.1% | $6,711+67.6% |
| Admin fee / account holder | $1,155 | $15,387-92.5% | $12,820-91.0% | $11,407-89.9% |