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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 | $131,457 | $129,737+1.3% | $119,126+10.4% | $154,746-15.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.78% | 379.08%-364.3pp | 282.11%-267.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,269 | $4,375-71.0% | $4,034-68.5% | $4,379-71.0% |
| Participant deferral / active EE | $4,702 | $5,842-19.5% | $5,318-11.6% | $6,730-30.1% |
| Admin fee / account holder | $10,232 | $11,961-14.4% | $10,693-4.3% | $14,365-28.8% |