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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 | $133,782 | $202,463-33.9% | $169,397-21.0% | $139,487-4.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.51% | 532.64%-517.1pp | 406.23%-390.7pp | 373.84%-358.3pp |
| Employer contribution / active EE | $12,979 | $4,694+176.5% | $4,013+223.4% | $4,755+173.0% |
| Participant deferral / active EE | $12,890 | $6,941+85.7% | $6,223+107.1% | $6,713+92.0% |
| Admin fee / account holder | $2,360 | $10,726-78.0% | $9,017-73.8% | $11,407-79.3% |