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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 | $140,079 | $227,399-38.4% | $189,758-26.2% | $198,609-29.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.46% | 61.03%-48.6pp | 52.62%-40.2pp | 202.70%-190.2pp |
| Employer contribution / active EE | $8,238 | $5,526+49.1% | $4,767+72.8% | $5,055+63.0% |
| Participant deferral / active EE | $9,420 | $6,837+37.8% | $5,856+60.9% | $6,977+35.0% |
| Admin fee / account holder | $14,019 | $25,162-44.3% | $20,388-31.2% | $19,030-26.3% |