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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 | $116,717 | $124,330-6.1% | $109,173+6.9% | $167,536-30.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.11% | 26.04%-12.9pp | 25.75%-12.6pp | 478.82%-465.7pp |
| Employer contribution / active EE | $8,867 | $4,209+110.7% | $3,723+138.2% | $4,839+83.2% |
| Participant deferral / active EE | $11,784 | $5,256+124.2% | $4,654+153.2% | $6,342+85.8% |
| Admin fee / account holder | $1,159 | $7,974-85.5% | $6,755-82.8% | $12,315-90.6% |