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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 | $129,490 | $196,972-34.3% | $182,262-29.0% | $198,609-34.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.42% | 158.27%-144.9pp | 140.60%-127.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $9,602 | $5,364+79.0% | $5,046+90.3% | $5,055+89.9% |
| Participant deferral / active EE | $15,676 | $8,643+81.4% | $8,276+89.4% | $6,977+124.7% |
| Admin fee / account holder | $6,587 | $18,429-64.3% | $16,712-60.6% | $19,030-65.4% |