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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 | $130,902 | $209,336-37.5% | $197,124-33.6% | $137,256-4.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.84% | 48.09%-33.3pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,723 | $6,591-28.3% | $6,227-24.2% | $4,156+13.6% |
| Participant deferral / active EE | $14,875 | $9,614+54.7% | $9,135+62.8% | $6,407+132.2% |
| Admin fee / account holder | $1,543 | $17,308-91.1% | $16,298-90.5% | $12,270-87.4% |