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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 | $137,975 | $165,399-16.6% | $149,745-7.9% | $158,982-13.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.04% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-289.9pp |
| Employer contribution / active EE | $11,151 | $5,105+118.5% | $4,646+140.0% | $4,763+134.1% |
| Participant deferral / active EE | $10,277 | $7,183+43.1% | $6,843+50.2% | $5,983+71.8% |
| Admin fee / account holder | $1,073 | $10,811-90.1% | $9,312-88.5% | $11,252-90.5% |