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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 | $111,006 | $165,399-32.9% | $149,745-25.9% | $158,982-30.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.24% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $12,388 | $5,105+142.7% | $4,646+166.7% | $4,763+160.1% |
| Participant deferral / active EE | $9,150 | $7,183+27.4% | $6,843+33.7% | $5,983+52.9% |
| Admin fee / account holder | $2,286 | $10,811-78.9% | $9,312-75.4% | $11,252-79.7% |