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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 | $124,752 | $165,361-24.6% | $149,715-16.7% | $158,950-21.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.20% | 348.24%-328.0pp | 276.66%-256.5pp | 302.91%-282.7pp |
| Employer contribution / active EE | $10,085 | $5,103+97.6% | $4,645+117.1% | $4,762+111.8% |
| Participant deferral / active EE | $9,310 | $7,182+29.6% | $6,842+36.1% | $5,983+55.6% |
| Admin fee / account holder | $1,646 | $10,808-84.8% | $9,310-82.3% | $11,248-85.4% |