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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 | $128,258 | $165,361-22.4% | $149,715-14.3% | $158,950-19.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.88% | 348.24%-339.4pp | 276.66%-267.8pp | 302.91%-294.0pp |
| Employer contribution / active EE | $7,601 | $5,103+48.9% | $4,645+63.7% | $4,762+59.6% |
| Participant deferral / active EE | $7,693 | $7,182+7.1% | $6,842+12.4% | $5,983+28.6% |
| Admin fee / account holder | $1,996 | $10,808-81.5% | $9,310-78.6% | $11,248-82.3% |