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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 | $132,785 | $165,381-19.7% | $149,730-11.3% | $158,966-16.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.67% | 348.29%-311.6pp | 276.70%-240.0pp | 302.95%-266.3pp |
| Employer contribution / active EE | $10,000 | $5,104+95.9% | $4,645+115.3% | $4,762+110.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,756 | $10,809-83.8% | $9,310-81.1% | $11,250-84.4% |