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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 | $102,191 | $165,381-38.2% | $149,730-31.8% | $158,966-35.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.27% | 348.29%-328.0pp | 276.70%-256.4pp | 302.95%-282.7pp |
| Employer contribution / active EE | $6,005 | $5,104+17.6% | $4,645+29.3% | $4,762+26.1% |
| Participant deferral / active EE | $12,667 | $7,182+76.4% | $6,843+85.1% | $5,983+111.7% |
| Admin fee / account holder | $5,530 | $10,809-48.8% | $9,310-40.6% | $11,250-50.8% |