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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 | $112,014 | $148,623-24.6% | $135,974-17.6% | $139,466-19.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.02% | 79.30%-65.3pp | 68.30%-54.3pp | 373.66%-359.6pp |
| Employer contribution / active EE | $10,732 | $5,246+104.6% | $4,859+120.9% | $4,754+125.8% |
| Participant deferral / active EE | $16,638 | $8,103+105.3% | $7,760+114.4% | $6,712+147.9% |
| Admin fee / account holder | $4,385 | $12,406-64.7% | $10,767-59.3% | $11,409-61.6% |