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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 | $115,729 | $165,399-30.0% | $149,745-22.7% | $158,982-27.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.60% | 348.34%-332.7pp | 276.72%-261.1pp | 302.99%-287.4pp |
| Employer contribution / active EE | $13,737 | $5,105+169.1% | $4,646+195.7% | $4,763+188.4% |
| Participant deferral / active EE | $5,018 | $7,183-30.1% | $6,843-26.7% | $5,983-16.1% |
| Admin fee / account holder | $3,699 | $10,811-65.8% | $9,312-60.3% | $11,252-67.1% |