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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 | $172,111-18.6% | $150,298-6.8% | $137,256+2.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.46% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $8,238 | $4,636+77.7% | $4,154+98.3% | $4,156+98.2% |
| Participant deferral / active EE | $9,420 | $6,166+52.8% | $5,453+72.8% | $6,407+47.0% |
| Admin fee / account holder | $14,019 | $16,471-14.9% | $14,116-0.7% | $12,270+14.3% |