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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 | $130,088 | $183,592-29.1% | $155,574-16.4% | $145,877-10.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $7,700 | $5,317+44.8% | $4,676+64.7% | $4,663+65.1% |
| Participant deferral / active EE | $6,872 | $6,466+6.3% | $5,629+22.1% | $6,691+2.7% |
| Admin fee / account holder | $704 | $19,316-96.4% | $15,914-95.6% | $13,402-94.7% |