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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 | $126,572 | $165,399-23.5% | $149,745-15.5% | $158,982-20.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.15% | 348.34%-331.2pp | 276.72%-259.6pp | 302.99%-285.8pp |
| Employer contribution / active EE | $7,409 | $5,105+45.1% | $4,646+59.5% | $4,763+55.5% |
| Participant deferral / active EE | $11,375 | $7,183+58.4% | $6,843+66.2% | $5,983+90.1% |
| Admin fee / account holder | $394 | $10,811-96.4% | $9,312-95.8% | $11,252-96.5% |