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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 | $121,565 | $165,381-26.5% | $149,730-18.8% | $158,966-23.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.10% | 348.29%-333.2pp | 276.70%-261.6pp | 302.95%-287.9pp |
| Employer contribution / active EE | $11,449 | $5,104+124.3% | $4,645+146.5% | $4,762+140.4% |
| Participant deferral / active EE | $10,598 | $7,182+47.6% | $6,843+54.9% | $5,983+77.1% |
| Admin fee / account holder | $1,720 | $10,809-84.1% | $9,310-81.5% | $11,250-84.7% |