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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 | $134,768 | $172,111-21.7% | $150,298-10.3% | $137,256-1.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 53.05% | 69.37%-16.3pp | 62.79%-9.7pp | 220.34%-167.3pp |
| Employer contribution / active EE | $9,464 | $4,636+104.1% | $4,154+127.8% | $4,156+127.7% |
| Participant deferral / active EE | $9,055 | $6,166+46.9% | $5,453+66.1% | $6,407+41.3% |
| Admin fee / account holder | $1,203 | $16,471-92.7% | $14,116-91.5% | $12,270-90.2% |