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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 | $127,726 | $157,304-18.8% | $141,197-9.5% | $152,909-16.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.45% | 64.34%-48.9pp | 71.41%-56.0pp | 345.46%-330.0pp |
| Employer contribution / active EE | $9,884 | $5,263+87.8% | $4,736+108.7% | $4,764+107.5% |
| Participant deferral / active EE | $6,445 | $7,111-9.4% | $6,710-3.9% | $5,851+10.1% |
| Admin fee / account holder | $19,116 | $12,126+57.6% | $10,265+86.2% | $11,601+64.8% |