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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 | $137,859 | $165,381-16.6% | $149,730-7.9% | $158,966-13.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.58% | 348.29%-329.7pp | 276.70%-258.1pp | 302.95%-284.4pp |
| Employer contribution / active EE | $10,061 | $5,104+97.1% | $4,645+116.6% | $4,762+111.3% |
| Participant deferral / active EE | $9,943 | $7,182+38.4% | $6,843+45.3% | $5,983+66.2% |
| Admin fee / account holder | $2,343 | $10,809-78.3% | $9,310-74.8% | $11,250-79.2% |