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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 | $117,687 | $196,972-40.3% | $182,262-35.4% | $198,609-40.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.37% | 158.27%-137.9pp | 140.60%-120.2pp | 202.70%-182.3pp |
| Employer contribution / active EE | $4,020 | $5,364-25.1% | $5,046-20.3% | $5,055-20.5% |
| Participant deferral / active EE | $18,500 | $8,643+114.0% | $8,276+123.5% | $6,977+165.2% |
| Admin fee / account holder | $2,272 | $18,429-87.7% | $16,712-86.4% | $19,030-88.1% |