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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 | $118,270 | $209,405-43.5% | $178,486-33.7% | $158,931-25.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.52% | 188.77%-174.2pp | 151.08%-136.6pp | 302.86%-288.3pp |
| Employer contribution / active EE | $10,071 | $5,707+76.5% | $5,011+101.0% | $4,761+111.5% |
| Participant deferral / active EE | $13,432 | $5,954+125.6% | $5,202+158.2% | $5,982+124.5% |
| Admin fee / account holder | $12,585 | $17,076-26.3% | $13,985-10.0% | $11,247+11.9% |