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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 | $127,211 | $176,077-27.8% | $159,455-20.2% | $167,518-24.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.25% | 331.83%-319.6pp | 263.63%-251.4pp | 478.71%-466.5pp |
| Employer contribution / active EE | $7,321 | $5,298+38.2% | $4,830+51.6% | $4,838+51.3% |
| Participant deferral / active EE | $9,458 | $7,751+22.0% | $7,353+28.6% | $6,342+49.1% |
| Admin fee / account holder | $3,519 | $12,556-72.0% | $10,800-67.4% | $12,312-71.4% |