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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 | $80,508 | $165,361-51.3% | $149,715-46.2% | $158,950-49.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.15% | 348.24%-335.1pp | 276.66%-263.5pp | 302.91%-289.8pp |
| Employer contribution / active EE | $11,100 | $5,103+117.5% | $4,645+139.0% | $4,762+133.1% |
| Participant deferral / active EE | $8,527 | $7,182+18.7% | $6,842+24.6% | $5,983+42.5% |
| Admin fee / account holder | $4,467 | $10,808-58.7% | $9,310-52.0% | $11,248-60.3% |