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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 | $121,769 | $160,059-23.9% | $140,019-13.0% | $135,382-10.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.87% | 911.44%-910.6pp | 651.15%-650.3pp | 519.77%-518.9pp |
| Employer contribution / active EE | $13,332 | $6,420+107.7% | $5,605+137.8% | $4,779+179.0% |
| Participant deferral / active EE | $10,571 | $7,641+38.3% | $6,927+52.6% | $5,609+88.5% |
| Admin fee / account holder | $7,096 | $13,328-46.8% | $10,705-33.7% | $10,829-34.5% |