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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 | $114,900 | $129,737-11.4% | $119,126-3.5% | $154,746-25.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.38% | 379.08%-362.7pp | 282.11%-265.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,806 | $4,375-13.0% | $4,034-5.7% | $4,379-13.1% |
| Participant deferral / active EE | $7,293 | $5,842+24.8% | $5,318+37.1% | $6,730+8.4% |
| Admin fee / account holder | $2,559 | $11,961-78.6% | $10,693-76.1% | $14,365-82.2% |