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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 | $118,982 | $165,381-28.1% | $149,730-20.5% | $158,966-25.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.28% | 348.29%-338.0pp | 276.70%-266.4pp | 302.95%-292.7pp |
| Employer contribution / active EE | $3,731 | $5,104-26.9% | $4,645-19.7% | $4,762-21.7% |
| Participant deferral / active EE | $10,859 | $7,182+51.2% | $6,843+58.7% | $5,983+81.5% |
| Admin fee / account holder | $4,226 | $10,809-60.9% | $9,310-54.6% | $11,250-62.4% |