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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 | $99,513 | $165,399-39.8% | $149,745-33.5% | $158,982-37.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.88% | 348.34%-338.5pp | 276.72%-266.8pp | 302.99%-293.1pp |
| Employer contribution / active EE | $4,824 | $5,105-5.5% | $4,646+3.8% | $4,763+1.3% |
| Participant deferral / active EE | $8,077 | $7,183+12.5% | $6,843+18.0% | $5,983+35.0% |
| Admin fee / account holder | $9,304 | $10,811-13.9% | $9,312-0.1% | $11,252-17.3% |