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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 | $100,683 | $129,737-22.4% | $119,126-15.5% | $154,746-34.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.28% | 379.08%-364.8pp | 282.11%-267.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $7,479 | $4,375+70.9% | $4,034+85.4% | $4,379+70.8% |
| Participant deferral / active EE | $9,212 | $5,842+57.7% | $5,318+73.2% | $6,730+36.9% |
| Admin fee / account holder | $1,652 | $11,961-86.2% | $10,693-84.6% | $14,365-88.5% |