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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 | $103,212 | $212,386-51.4% | $199,883-48.4% | $138,895-25.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.63% | 47.75%-34.1pp | 43.81%-30.2pp | 145.39%-131.8pp |
| Employer contribution / active EE | $11,868 | $6,625+79.1% | $6,261+89.5% | $4,194+182.9% |
| Participant deferral / active EE | $12,183 | $9,617+26.7% | $9,138+33.3% | $6,396+90.5% |
| Admin fee / account holder | $6,221 | $18,233-65.9% | $17,268-64.0% | $12,562-50.5% |