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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 | $117,700 | $154,193-23.7% | $130,045-9.5% | $139,466-15.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.29% | 32.51%-17.2pp | -137.30%+152.6pp | 373.66%-358.4pp |
| Employer contribution / active EE | $6,636 | $5,292+25.4% | $4,321+53.6% | $4,754+39.6% |
| Participant deferral / active EE | $11,250 | $6,709+67.7% | $5,820+93.3% | $6,712+67.6% |
| Admin fee / account holder | $27,862 | $13,989+99.2% | $10,600+162.8% | $11,409+144.2% |