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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 | $134,267 | $202,440-33.7% | $169,390-20.7% | $139,466-3.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.01% | 532.36%-515.4pp | 406.07%-389.1pp | 373.66%-356.7pp |
| Employer contribution / active EE | $2,520 | $4,693-46.3% | $4,013-37.2% | $4,754-47.0% |
| Participant deferral / active EE | $15,543 | $6,940+124.0% | $6,222+149.8% | $6,712+131.6% |
| Admin fee / account holder | $3,038 | $10,722-71.7% | $9,015-66.3% | $11,409-73.4% |