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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 | $118,439 | $227,291-47.9% | $214,702-44.8% | $155,188-23.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.55% | 60.08%-47.5pp | 54.55%-42.0pp | 148.84%-136.3pp |
| Employer contribution / active EE | $10,614 | $6,772+56.7% | $6,461+64.3% | $4,248+149.9% |
| Participant deferral / active EE | $8,163 | $9,582-14.8% | $9,147-10.8% | $6,531+25.0% |
| Admin fee / account holder | $20,916 | $20,413+2.5% | $19,830+5.5% | $14,480+44.5% |