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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 | $109,314 | $165,399-33.9% | $149,745-27.0% | $158,982-31.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.37% | 348.34%-336.0pp | 276.72%-264.3pp | 302.99%-290.6pp |
| Employer contribution / active EE | $4,688 | $5,105-8.2% | $4,646+0.9% | $4,763-1.6% |
| Participant deferral / active EE | $9,616 | $7,183+33.9% | $6,843+40.5% | $5,983+60.7% |
| Admin fee / account holder | $30,490 | $10,811+182.0% | $9,312+227.4% | $11,252+171.0% |