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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 | $98,631 | $165,381-40.4% | $149,730-34.1% | $158,966-38.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.02% | 348.29%-336.3pp | 276.70%-264.7pp | 302.95%-290.9pp |
| Employer contribution / active EE | $7,641 | $5,104+49.7% | $4,645+64.5% | $4,762+60.4% |
| Participant deferral / active EE | $15,953 | $7,182+122.1% | $6,843+133.1% | $5,983+166.6% |
| Admin fee / account holder | $22,986 | $10,809+112.6% | $9,310+146.9% | $11,250+104.3% |