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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 | $111,239 | $165,351-32.7% | $149,710-25.7% | $158,931-30.0% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 11.53% | 348.19%-336.7pp | 276.63%-265.1pp | 302.86%-291.3pp |
| Employer contribution / active EE | $7,221 | $5,103+41.5% | $4,645+55.5% | $4,761+51.6% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $5,548 | $10,807-48.7% | $9,309-40.4% | $11,247-50.7% |