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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 | $138,901 | $165,381-16.0% | $149,730-7.2% | $158,966-12.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.67% | 348.29%-313.6pp | 276.70%-242.0pp | 302.95%-268.3pp |
| Employer contribution / active EE | $10,363 | $5,104+103.0% | $4,645+123.1% | $4,762+117.6% |
| Participant deferral / active EE | $10,635 | $7,182+48.1% | $6,843+55.4% | $5,983+77.8% |
| Admin fee / account holder | $1,224 | $10,809-88.7% | $9,310-86.9% | $11,250-89.1% |