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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 | $83,708 | $129,737-35.5% | $119,126-29.7% | $154,746-45.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.25% | 379.08%-365.8pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $13,231 | $4,375+202.4% | $4,034+228.0% | $4,379+202.1% |
| Participant deferral / active EE | $8,696 | $5,842+48.9% | $5,318+63.5% | $6,730+29.2% |
| Admin fee / account holder | $4,009 | $11,961-66.5% | $10,693-62.5% | $14,365-72.1% |