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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 | $127,654 | $185,856-31.3% | $170,028-24.9% | $139,456-8.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.83% | 60.52%-44.7pp | 53.39%-37.6pp | 373.45%-357.6pp |
| Employer contribution / active EE | $6,944 | $7,593-8.5% | $6,788+2.3% | $4,753+46.1% |
| Participant deferral / active EE | $13,700 | $11,623+17.9% | $10,409+31.6% | $6,711+104.1% |
| Admin fee / account holder | $4,306 | $15,387-72.0% | $12,820-66.4% | $11,407-62.2% |