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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 | $150,345 | $211,239-28.8% | $178,528-15.8% | $145,877+3.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.32% | 30.22%-20.9pp | 27.11%-17.8pp | 551.28%-542.0pp |
| Employer contribution / active EE | $10,120 | $4,570+121.4% | $3,950+156.2% | $4,663+117.0% |
| Participant deferral / active EE | $9,639 | $6,963+38.4% | $6,278+53.5% | $6,691+44.1% |
| Admin fee / account holder | $128,005 | $12,095+958.4% | $10,419+1128.6% | $13,402+855.1% |