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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 | $131,147 | $185,312-29.2% | $161,489-18.8% | $154,746-15.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.78% | 103.84%-88.1pp | 89.72%-73.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $20,480 | $4,769+329.4% | $4,268+379.8% | $4,379+367.7% |
| Participant deferral / active EE | $11,462 | $6,350+80.5% | $5,630+103.6% | $6,730+70.3% |
| Admin fee / account holder | $11,037 | $18,654-40.8% | $16,006-31.0% | $14,365-23.2% |