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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 | $112,518 | $165,399-32.0% | $149,745-24.9% | $158,982-29.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.83% | 348.34%-336.5pp | 276.72%-264.9pp | 302.99%-291.2pp |
| Employer contribution / active EE | $8,137 | $5,105+59.4% | $4,646+75.1% | $4,763+70.8% |
| Participant deferral / active EE | $8,526 | $7,183+18.7% | $6,843+24.6% | $5,983+42.5% |
| Admin fee / account holder | $14,746 | $10,811+36.4% | $9,312+58.4% | $11,252+31.1% |