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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 | $112,173 | $165,399-32.2% | $149,745-25.1% | $158,982-29.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.13% | 348.34%-335.2pp | 276.72%-263.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $8,496 | $5,105+66.4% | $4,646+82.9% | $4,763+78.4% |
| Participant deferral / active EE | $8,929 | $7,183+24.3% | $6,843+30.5% | $5,983+49.2% |
| Admin fee / account holder | $4,091 | $10,811-62.2% | $9,312-56.1% | $11,252-63.6% |