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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 | $134,449 | $142,354-5.6% | $125,529+7.1% | $155,188-13.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 8.57% | 306.06%-297.5pp | 202.56%-194.0pp | 148.84%-140.3pp |
| Employer contribution / active EE | $8,198 | $3,501+134.1% | $3,058+168.1% | $4,248+93.0% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,493 | $19,392-87.1% | $16,298-84.7% | $14,480-82.8% |