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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 | $138,933 | $165,399-16.0% | $149,745-7.2% | $158,982-12.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.95% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.0pp |
| Employer contribution / active EE | $7,652 | $5,105+49.9% | $4,646+64.7% | $4,763+60.7% |
| Participant deferral / active EE | $2,391 | $7,183-66.7% | $6,843-65.1% | $5,983-60.0% |
| Admin fee / account holder | $837 | $10,811-92.3% | $9,312-91.0% | $11,252-92.6% |