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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 | $124,748 | $165,381-24.6% | $149,730-16.7% | $158,966-21.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.20% | 348.29%-340.1pp | 276.70%-268.5pp | 302.95%-294.7pp |
| Employer contribution / active EE | $15,080 | $5,104+195.4% | $4,645+224.6% | $4,762+216.6% |
| Participant deferral / active EE | $15,248 | $7,182+112.3% | $6,843+122.8% | $5,983+154.9% |
| Admin fee / account holder | $5,850 | $10,809-45.9% | $9,310-37.2% | $11,250-48.0% |