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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 | $110,701 | $227,291-51.3% | $214,702-48.4% | $155,188-28.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 11.99% | 60.08%-48.1pp | 54.55%-42.6pp | 148.84%-136.8pp |
| Employer contribution / active EE | $4,328 | $6,772-36.1% | $6,461-33.0% | $4,248+1.9% |
| Participant deferral / active EE | $19,396 | $9,582+102.4% | $9,147+112.1% | $6,531+197.0% |
| Admin fee / account holder | $138,181 | $20,413+576.9% | $19,830+596.8% | $14,480+854.3% |