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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 | $114,517 | $165,399-30.8% | $149,745-23.5% | $158,982-28.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.74% | 348.34%-339.6pp | 276.72%-268.0pp | 302.99%-294.2pp |
| Employer contribution / active EE | $10,077 | $5,105+97.4% | $4,646+116.9% | $4,763+111.6% |
| Participant deferral / active EE | $9,236 | $7,183+28.6% | $6,843+35.0% | $5,983+54.4% |
| Admin fee / account holder | $467 | $10,811-95.7% | $9,312-95.0% | $11,252-95.8% |