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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 | $135,300 | $157,304-14.0% | $141,197-4.2% | $152,909-11.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.69% | 64.34%-44.7pp | 71.41%-51.7pp | 345.46%-325.8pp |
| Employer contribution / active EE | $7,969 | $5,263+51.4% | $4,736+68.3% | $4,764+67.3% |
| Participant deferral / active EE | $5,635 | $7,111-20.8% | $6,710-16.0% | $5,851-3.7% |
| Admin fee / account holder | $15,366 | $12,126+26.7% | $10,265+49.7% | $11,601+32.5% |