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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 | $142,952 | $197,637-27.7% | $177,848-19.6% | $158,982-10.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.73% | 58.77%-41.0pp | 48.33%-30.6pp | 302.99%-285.3pp |
| Employer contribution / active EE | $6,945 | $6,698+3.7% | $5,919+17.3% | $4,763+45.8% |
| Participant deferral / active EE | $10,550 | $8,405+25.5% | $7,714+36.8% | $5,983+76.3% |
| Admin fee / account holder | $8,382 | $15,406-45.6% | $12,431-32.6% | $11,252-25.5% |