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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 | $129,019 | $183,592-29.7% | $155,574-17.1% | $145,877-11.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.09% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $6,154 | $5,317+15.7% | $4,676+31.6% | $4,663+32.0% |
| Participant deferral / active EE | $6,123 | $6,466-5.3% | $5,629+8.8% | $6,691-8.5% |
| Admin fee / account holder | $9,966 | $19,316-48.4% | $15,914-37.4% | $13,402-25.6% |