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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 | $134,415 | $227,291-40.9% | $214,702-37.4% | $155,188-13.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.04% | 60.08%-44.0pp | 54.55%-38.5pp | 148.84%-132.8pp |
| Employer contribution / active EE | $8,083 | $6,772+19.4% | $6,461+25.1% | $4,248+90.3% |
| Participant deferral / active EE | $16,676 | $9,582+74.0% | $9,147+82.3% | $6,531+155.3% |
| Admin fee / account holder | $15,611 | $20,413-23.5% | $19,830-21.3% | $14,480+7.8% |