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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 | $107,667 | $165,399-34.9% | $149,745-28.1% | $158,982-32.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.75% | 348.34%-321.6pp | 276.72%-250.0pp | 302.99%-276.2pp |
| Employer contribution / active EE | $11,153 | $5,105+118.5% | $4,646+140.1% | $4,763+134.2% |
| Participant deferral / active EE | $8,890 | $7,183+23.8% | $6,843+29.9% | $5,983+48.6% |
| Admin fee / account holder | $4,659 | $10,811-56.9% | $9,312-50.0% | $11,252-58.6% |