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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 | $110,418 | $154,365-28.5% | $130,231-15.2% | $139,466-20.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 13.06% | 30.53%-17.5pp | 38.86%-25.8pp | 373.66%-360.6pp |
| Employer contribution / active EE | $14,439 | $5,170+179.3% | $4,126+250.0% | $4,754+203.7% |
| Participant deferral / active EE | $7,760 | $8,498-8.7% | $6,799+14.1% | $6,712+15.6% |
| Admin fee / account holder | $9,043 | $9,214-1.9% | $6,020+50.2% | $11,409-20.7% |