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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 | $104,197 | $165,361-37.0% | $149,715-30.4% | $158,950-34.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.82% | 348.24%-336.4pp | 276.66%-264.8pp | 302.91%-291.1pp |
| Employer contribution / active EE | $39,623 | $5,103+676.4% | $4,645+753.1% | $4,762+732.1% |
| Participant deferral / active EE | $25,000 | $7,182+248.1% | $6,842+265.4% | $5,983+317.9% |
| Admin fee / account holder | $3,925 | $10,808-63.7% | $9,310-57.8% | $11,248-65.1% |