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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 | $113,441 | $165,381-31.4% | $149,730-24.2% | $158,966-28.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.33% | 348.29%-335.0pp | 276.70%-263.4pp | 302.95%-289.6pp |
| Employer contribution / active EE | $7,085 | $5,104+38.8% | $4,645+52.5% | $4,762+48.8% |
| Participant deferral / active EE | $8,257 | $7,182+15.0% | $6,843+20.7% | $5,983+38.0% |
| Admin fee / account holder | $3,078 | $10,809-71.5% | $9,310-66.9% | $11,250-72.6% |