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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 | $122,216 | $165,361-26.1% | $149,715-18.4% | $158,950-23.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.95% | 348.24%-333.3pp | 276.66%-261.7pp | 302.91%-288.0pp |
| Employer contribution / active EE | $14,687 | $5,103+187.8% | $4,645+216.2% | $4,762+208.4% |
| Participant deferral / active EE | $7,267 | $7,182+1.2% | $6,842+6.2% | $5,983+21.5% |
| Admin fee / account holder | $1,856 | $10,808-82.8% | $9,310-80.1% | $11,248-83.5% |