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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 | $126,284 | $202,440-37.6% | $169,390-25.4% | $139,466-9.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.12% | 532.36%-519.2pp | 406.07%-392.9pp | 373.66%-360.5pp |
| Employer contribution / active EE | $1,828 | $4,693-61.0% | $4,013-54.4% | $4,754-61.5% |
| Participant deferral / active EE | $5,000 | $6,940-28.0% | $6,222-19.6% | $6,712-25.5% |
| Admin fee / account holder | $1,564 | $10,722-85.4% | $9,015-82.7% | $11,409-86.3% |