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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 | $131,243 | $185,905-29.4% | $170,057-22.8% | $139,487-5.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.89% | 60.56%-39.7pp | 53.42%-32.5pp | 373.84%-352.9pp |
| Employer contribution / active EE | $6,859 | $7,597-9.7% | $6,790+1.0% | $4,755+44.3% |
| Participant deferral / active EE | $15,436 | $11,627+32.8% | $10,411+48.3% | $6,713+130.0% |
| Admin fee / account holder | $10,570 | $15,397-31.4% | $12,826-17.6% | $11,407-7.3% |