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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 | $120,589 | $148,623-18.9% | $135,974-11.3% | $139,466-13.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.95% | 79.30%-66.3pp | 68.30%-55.4pp | 373.66%-360.7pp |
| Employer contribution / active EE | $3,734 | $5,246-28.8% | $4,859-23.2% | $4,754-21.5% |
| Participant deferral / active EE | $6,692 | $8,103-17.4% | $7,760-13.8% | $6,712-0.3% |
| Admin fee / account holder | $11,374 | $12,406-8.3% | $10,767+5.6% | $11,409-0.3% |