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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 | $102,712 | $114,119-10.0% | $107,187-4.2% | $138,895-26.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.13% | 273.21%-257.1pp | 204.55%-188.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $11,342 | $4,059+179.4% | $3,782+199.9% | $4,194+170.4% |
| Participant deferral / active EE | $9,218 | $5,538+66.5% | $5,096+80.9% | $6,396+44.1% |
| Admin fee / account holder | $5,694 | $10,024-43.2% | $9,162-37.9% | $12,562-54.7% |