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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 | $135,518 | $162,136-16.4% | $152,301-11.0% | $154,746-12.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.78% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $12,902 | $4,890+163.8% | $4,624+179.0% | $4,379+194.6% |
| Participant deferral / active EE | $20,451 | $8,341+145.2% | $8,004+155.5% | $6,730+203.9% |
| Admin fee / account holder | $12,966 | $15,759-17.7% | $14,398-9.9% | $14,365-9.7% |