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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 | $107,110 | $129,737-17.4% | $119,126-10.1% | $154,746-30.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.78% | 379.08%-360.3pp | 282.11%-263.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $6,157 | $4,375+40.7% | $4,034+52.6% | $4,379+40.6% |
| Participant deferral / active EE | $14,935 | $5,842+155.7% | $5,318+180.8% | $6,730+121.9% |
| Admin fee / account holder | $1,435 | $11,961-88.0% | $10,693-86.6% | $14,365-90.0% |