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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 | $104,214 | $165,399-37.0% | $149,745-30.4% | $158,982-34.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.75% | 348.34%-330.6pp | 276.72%-259.0pp | 302.99%-285.2pp |
| Employer contribution / active EE | $7,500 | $5,105+46.9% | $4,646+61.4% | $4,763+57.5% |
| Participant deferral / active EE | $6,906 | $7,183-3.9% | $6,843+0.9% | $5,983+15.4% |
| Admin fee / account holder | $2,050 | $10,811-81.0% | $9,312-78.0% | $11,252-81.8% |