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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 | $100,321 | $196,972-49.1% | $182,262-45.0% | $198,609-49.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.37% | 158.27%-142.9pp | 140.60%-125.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $9,109 | $5,364+69.8% | $5,046+80.5% | $5,055+80.2% |
| Participant deferral / active EE | $9,357 | $8,643+8.3% | $8,276+13.1% | $6,977+34.1% |
| Admin fee / account holder | $10,325 | $18,429-44.0% | $16,712-38.2% | $19,030-45.7% |