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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 | $107,396 | $148,629-27.7% | $135,982-21.0% | $139,487-23.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.39% | 79.33%-63.9pp | 68.32%-52.9pp | 373.84%-358.4pp |
| Employer contribution / active EE | $9,856 | $5,247+87.9% | $4,859+102.8% | $4,755+107.3% |
| Participant deferral / active EE | $5,347 | $8,102-34.0% | $7,760-31.1% | $6,713-20.3% |
| Admin fee / account holder | $15,563 | $12,406+25.4% | $10,767+44.5% | $11,407+36.4% |