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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 | $119,181 | $134,817-11.6% | $123,973-3.9% | $155,188-23.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.38% | 515.49%-505.1pp | 388.13%-377.8pp | 148.84%-138.5pp |
| Employer contribution / active EE | $3,760 | $4,425-15.0% | $4,126-8.9% | $4,248-11.5% |
| Participant deferral / active EE | $2,415 | $5,706-57.7% | $5,247-54.0% | $6,531-63.0% |
| Admin fee / account holder | $32,349 | $13,245+144.2% | $11,799+174.2% | $14,480+123.4% |