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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 | $123,476 | $165,399-25.3% | $149,745-17.5% | $158,982-22.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.45% | 348.34%-333.9pp | 276.72%-262.3pp | 302.99%-288.5pp |
| Employer contribution / active EE | $9,634 | $5,105+88.7% | $4,646+107.4% | $4,763+102.3% |
| Participant deferral / active EE | $6,599 | $7,183-8.1% | $6,843-3.6% | $5,983+10.3% |
| Admin fee / account holder | $1,003 | $10,811-90.7% | $9,312-89.2% | $11,252-91.1% |