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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 | $75,219 | $196,972-61.8% | $182,262-58.7% | $198,609-62.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.50% | 158.27%-143.8pp | 140.60%-126.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $9,100 | $5,364+69.7% | $5,046+80.3% | $5,055+80.0% |
| Participant deferral / active EE | $13,458 | $8,643+55.7% | $8,276+62.6% | $6,977+92.9% |
| Admin fee / account holder | $13,940 | $18,429-24.4% | $16,712-16.6% | $19,030-26.7% |