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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 | $133,511 | $165,399-19.3% | $149,745-10.8% | $158,982-16.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.51% | 348.34%-333.8pp | 276.72%-262.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $18,476 | $5,105+261.9% | $4,646+297.7% | $4,763+287.9% |
| Participant deferral / active EE | $11,881 | $7,183+65.4% | $6,843+73.6% | $5,983+98.6% |
| Admin fee / account holder | $36,976 | $10,811+242.0% | $9,312+297.1% | $11,252+228.6% |