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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 | $119,762 | $172,111-30.4% | $150,298-20.3% | $137,256-12.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.67% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $8,793 | $4,636+89.7% | $4,154+111.7% | $4,156+111.6% |
| Participant deferral / active EE | $7,133 | $6,166+15.7% | $5,453+30.8% | $6,407+11.3% |
| Admin fee / account holder | $30,963 | $16,471+88.0% | $14,116+119.4% | $12,270+152.3% |