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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 | $93,018 | $165,361-43.7% | $149,715-37.9% | $158,950-41.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.57% | 348.24%-332.7pp | 276.66%-261.1pp | 302.91%-287.3pp |
| Employer contribution / active EE | $9,286 | $5,103+82.0% | $4,645+99.9% | $4,762+95.0% |
| Participant deferral / active EE | $8,038 | $7,182+11.9% | $6,842+17.5% | $5,983+34.4% |
| Admin fee / account holder | $4,239 | $10,808-60.8% | $9,310-54.5% | $11,248-62.3% |