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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 | $128,156 | $165,361-22.5% | $149,715-14.4% | $158,950-19.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.04% | 348.24%-334.2pp | 276.66%-262.6pp | 302.91%-288.9pp |
| Employer contribution / active EE | $6,123 | $5,103+20.0% | $4,645+31.8% | $4,762+28.6% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,887 | $10,808-82.5% | $9,310-79.7% | $11,248-83.2% |