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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 | $162,136-20.1% | $152,301-15.0% | $154,746-16.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.42% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $9,602 | $4,890+96.4% | $4,624+107.6% | $4,379+119.3% |
| Participant deferral / active EE | $15,676 | $8,341+87.9% | $8,004+95.9% | $6,730+132.9% |
| Admin fee / account holder | $6,587 | $15,759-58.2% | $14,398-54.3% | $14,365-54.1% |