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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 | $125,629 | $223,823-43.9% | $211,142-40.5% | $154,746-18.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.61% | 50.39%-39.8pp | 46.84%-36.2pp | 172.34%-161.7pp |
| Employer contribution / active EE | $4,500 | $6,787-33.7% | $6,442-30.1% | $4,379+2.8% |
| Participant deferral / active EE | $20,500 | $9,750+110.2% | $9,284+120.8% | $6,730+204.6% |
| Admin fee / account holder | $9,080 | $19,707-53.9% | $19,076-52.4% | $14,365-36.8% |