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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 | $165,351-30.0% | $149,710-22.7% | $158,931-27.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.60% | 348.19%-332.6pp | 276.63%-261.0pp | 302.86%-287.3pp |
| Employer contribution / active EE | $13,737 | $5,103+169.2% | $4,645+195.8% | $4,761+188.5% |
| Participant deferral / active EE | $5,018 | $7,181-30.1% | $6,842-26.7% | $5,982-16.1% |
| Admin fee / account holder | $3,699 | $10,807-65.8% | $9,309-60.3% | $11,247-67.1% |