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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 | $101,213 | $165,399-38.8% | $149,745-32.4% | $158,982-36.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.67% | 348.34%-328.7pp | 276.72%-257.0pp | 302.99%-283.3pp |
| Employer contribution / active EE | $6,527 | $5,105+27.9% | $4,646+40.5% | $4,763+37.0% |
| Participant deferral / active EE | $5,073 | $7,183-29.4% | $6,843-25.9% | $5,983-15.2% |
| Admin fee / account holder | $14,122 | $10,811+30.6% | $9,312+51.7% | $11,252+25.5% |