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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 | $128,498 | $197,637-35.0% | $177,848-27.7% | $158,982-19.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.82% | 58.77%-39.9pp | 48.33%-29.5pp | 302.99%-284.2pp |
| Employer contribution / active EE | $5,995 | $6,698-10.5% | $5,919+1.3% | $4,763+25.9% |
| Participant deferral / active EE | $13,096 | $8,405+55.8% | $7,714+69.8% | $5,983+118.9% |
| Admin fee / account holder | $833 | $15,406-94.6% | $12,431-93.3% | $11,252-92.6% |