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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 | $130,791 | $202,463-35.4% | $169,397-22.8% | $139,487-6.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 9.08% | 532.64%-523.6pp | 406.23%-397.2pp | 373.84%-364.8pp |
| Employer contribution / active EE | $2,243 | $4,694-52.2% | $4,013-44.1% | $4,755-52.8% |
| Participant deferral / active EE | $9,425 | $6,941+35.8% | $6,223+51.5% | $6,713+40.4% |
| Admin fee / account holder | $1,719 | $10,726-84.0% | $9,017-80.9% | $11,407-84.9% |