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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 | $64,214 | $165,361-61.2% | $149,715-57.1% | $158,950-59.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.33% | 348.24%-333.9pp | 276.66%-262.3pp | 302.91%-288.6pp |
| Employer contribution / active EE | $5,742 | $5,103+12.5% | $4,645+23.6% | $4,762+20.6% |
| Participant deferral / active EE | $6,669 | $7,182-7.1% | $6,842-2.5% | $5,983+11.5% |
| Admin fee / account holder | $1,122 | $10,808-89.6% | $9,310-88.0% | $11,248-90.0% |