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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 | $120,845 | $165,399-26.9% | $149,745-19.3% | $158,982-24.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.40% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $18,913 | $5,105+270.5% | $4,646+307.1% | $4,763+297.1% |
| Participant deferral / active EE | $5,158 | $7,183-28.2% | $6,843-24.6% | $5,983-13.8% |
| Admin fee / account holder | $13,310 | $10,811+23.1% | $9,312+42.9% | $11,252+18.3% |