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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 | $109,093 | $165,399-34.0% | $149,745-27.1% | $158,982-31.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.00% | 348.34%-339.3pp | 276.72%-267.7pp | 302.99%-294.0pp |
| Employer contribution / active EE | $7,597 | $5,105+48.8% | $4,646+63.5% | $4,763+59.5% |
| Participant deferral / active EE | $7,704 | $7,183+7.3% | $6,843+12.6% | $5,983+28.8% |
| Admin fee / account holder | $10,459 | $10,811-3.3% | $9,312+12.3% | $11,252-7.0% |