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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 | $123,263 | $165,381-25.5% | $149,730-17.7% | $158,966-22.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.29% | 348.29%-334.0pp | 276.70%-262.4pp | 302.95%-288.7pp |
| Employer contribution / active EE | $9,093 | $5,104+78.2% | $4,645+95.7% | $4,762+90.9% |
| Participant deferral / active EE | $5,490 | $7,182-23.6% | $6,843-19.8% | $5,983-8.2% |
| Admin fee / account holder | $1,303 | $10,809-88.0% | $9,310-86.0% | $11,250-88.4% |