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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 | $124,643 | $148,623-16.1% | $135,974-8.3% | $139,466-10.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.34% | 79.30%-54.0pp | 68.30%-43.0pp | 373.66%-348.3pp |
| Employer contribution / active EE | $10,878 | $5,246+107.3% | $4,859+123.9% | $4,754+128.8% |
| Participant deferral / active EE | $8,972 | $8,103+10.7% | $7,760+15.6% | $6,712+33.7% |
| Admin fee / account holder | $928 | $12,406-92.5% | $10,767-91.4% | $11,409-91.9% |