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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 | $111,225 | $165,381-32.7% | $149,730-25.7% | $158,966-30.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.12% | 348.29%-328.2pp | 276.70%-256.6pp | 302.95%-282.8pp |
| Employer contribution / active EE | $4,253 | $5,104-16.7% | $4,645-8.4% | $4,762-10.7% |
| Participant deferral / active EE | $9,636 | $7,182+34.2% | $6,843+40.8% | $5,983+61.1% |
| Admin fee / account holder | $313 | $10,809-97.1% | $9,310-96.6% | $11,250-97.2% |