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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 | $114,181 | $165,361-31.0% | $149,715-23.7% | $158,950-28.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.79% | 348.24%-331.4pp | 276.66%-259.9pp | 302.91%-286.1pp |
| Employer contribution / active EE | $8,851 | $5,103+73.4% | $4,645+90.6% | $4,762+85.9% |
| Participant deferral / active EE | $12,507 | $7,182+74.2% | $6,842+82.8% | $5,983+109.0% |
| Admin fee / account holder | $13,611 | $10,808+25.9% | $9,310+46.2% | $11,248+21.0% |