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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 | $108,841 | $129,737-16.1% | $119,126-8.6% | $154,746-29.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.17% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,225 | $4,375-72.0% | $4,034-69.6% | $4,379-72.0% |
| Participant deferral / active EE | $7,716 | $5,842+32.1% | $5,318+45.1% | $6,730+14.6% |
| Admin fee / account holder | $1,299 | $11,961-89.1% | $10,693-87.8% | $14,365-91.0% |