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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 | $103,709 | $165,399-37.3% | $149,745-30.7% | $158,982-34.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.51% | 348.34%-327.8pp | 276.72%-256.2pp | 302.99%-282.5pp |
| Employer contribution / active EE | $5,229 | $5,105+2.4% | $4,646+12.6% | $4,763+9.8% |
| Participant deferral / active EE | $10,996 | $7,183+53.1% | $6,843+60.7% | $5,983+83.8% |
| Admin fee / account holder | $10,119 | $10,811-6.4% | $9,312+8.7% | $11,252-10.1% |