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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 | $123,548 | $165,399-25.3% | $149,745-17.5% | $158,982-22.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.60% | 348.34%-322.7pp | 276.72%-251.1pp | 302.99%-277.4pp |
| Employer contribution / active EE | $6,535 | $5,105+28.0% | $4,646+40.7% | $4,763+37.2% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $982 | $10,811-90.9% | $9,312-89.5% | $11,252-91.3% |