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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 | $116,743 | $165,399-29.4% | $149,745-22.0% | $158,982-26.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.95% | 348.34%-336.4pp | 276.72%-264.8pp | 302.99%-291.0pp |
| Employer contribution / active EE | $10,039 | $5,105+96.7% | $4,646+116.1% | $4,763+110.8% |
| Participant deferral / active EE | $15,821 | $7,183+120.3% | $6,843+131.2% | $5,983+164.4% |
| Admin fee / account holder | $12,040 | $10,811+11.4% | $9,312+29.3% | $11,252+7.0% |