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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 | $94,506 | $165,361-42.8% | $149,715-36.9% | $158,950-40.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.52% | 348.24%-329.7pp | 276.66%-258.1pp | 302.91%-284.4pp |
| Employer contribution / active EE | $12,043 | $5,103+136.0% | $4,645+159.3% | $4,762+152.9% |
| Participant deferral / active EE | $7,721 | $7,182+7.5% | $6,842+12.8% | $5,983+29.1% |
| Admin fee / account holder | $1,150 | $10,808-89.4% | $9,310-87.6% | $11,248-89.8% |