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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 | $134,821 | $196,972-31.6% | $182,262-26.0% | $198,609-32.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.51% | 158.27%-142.8pp | 140.60%-125.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $12,137 | $5,364+126.3% | $5,046+140.5% | $5,055+140.1% |
| Participant deferral / active EE | $13,062 | $8,643+51.1% | $8,276+57.8% | $6,977+87.2% |
| Admin fee / account holder | $1,148 | $18,429-93.8% | $16,712-93.1% | $19,030-94.0% |