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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 | $101,907 | $148,629-31.4% | $135,982-25.1% | $139,487-26.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.54% | 79.33%-62.8pp | 68.32%-51.8pp | 373.84%-357.3pp |
| Employer contribution / active EE | $10,005 | $5,247+90.7% | $4,859+105.9% | $4,755+110.4% |
| Participant deferral / active EE | $12,105 | $8,102+49.4% | $7,760+56.0% | $6,713+80.3% |
| Admin fee / account holder | $1,292 | $12,406-89.6% | $10,767-88.0% | $11,407-88.7% |