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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 | $108,694 | $148,623-26.9% | $135,974-20.1% | $139,466-22.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.98% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $4,582 | $5,246-12.7% | $4,859-5.7% | $4,754-3.6% |
| Participant deferral / active EE | $16,448 | $8,103+103.0% | $7,760+112.0% | $6,712+145.1% |
| Admin fee / account holder | $25,417 | $12,406+104.9% | $10,767+136.1% | $11,409+122.8% |