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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 | $106,353 | $165,399-35.7% | $149,745-29.0% | $158,982-33.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.26% | 348.34%-333.1pp | 276.72%-261.5pp | 302.99%-287.7pp |
| Employer contribution / active EE | $10,879 | $5,105+113.1% | $4,646+134.2% | $4,763+128.4% |
| Participant deferral / active EE | $5,200 | $7,183-27.6% | $6,843-24.0% | $5,983-13.1% |
| Admin fee / account holder | $1,200 | $10,811-88.9% | $9,312-87.1% | $11,252-89.3% |