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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 | $115,492 | $148,629-22.3% | $135,982-15.1% | $139,487-17.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.84% | 79.33%-62.5pp | 68.32%-51.5pp | 373.84%-357.0pp |
| Employer contribution / active EE | $9,394 | $5,247+79.0% | $4,859+93.3% | $4,755+97.6% |
| Participant deferral / active EE | $18,375 | $8,102+126.8% | $7,760+136.8% | $6,713+173.7% |
| Admin fee / account holder | $10,673 | $12,406-14.0% | $10,767-0.9% | $11,407-6.4% |