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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 | $111,590 | $148,558-24.9% | $135,925-17.9% | $139,427-20.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.95% | 79.22%-64.3pp | 68.25%-53.3pp | 373.27%-358.3pp |
| Employer contribution / active EE | $7,126 | $5,244+35.9% | $4,857+46.7% | $4,752+50.0% |
| Participant deferral / active EE | $10,463 | $8,101+29.2% | $7,759+34.9% | $6,711+55.9% |
| Admin fee / account holder | $14,259 | $12,401+15.0% | $10,764+32.5% | $11,404+25.0% |