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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 | $136,088 | $165,399-17.7% | $149,745-9.1% | $158,982-14.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.12% | 348.34%-335.2pp | 276.72%-263.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $8,416 | $5,105+64.9% | $4,646+81.1% | $4,763+76.7% |
| Participant deferral / active EE | $23,129 | $7,183+222.0% | $6,843+238.0% | $5,983+286.6% |
| Admin fee / account holder | $19,424 | $10,811+79.7% | $9,312+108.6% | $11,252+72.6% |