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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 | $134,946 | $217,427-37.9% | $185,837-27.4% | $167,518-19.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.14% | 148.39%-133.3pp | 122.08%-106.9pp | 478.71%-463.6pp |
| Employer contribution / active EE | $5,540 | $5,874-5.7% | $5,168+7.2% | $4,838+14.5% |
| Participant deferral / active EE | $2,618 | $6,357-58.8% | $5,568-53.0% | $6,342-58.7% |
| Admin fee / account holder | $1,403 | $19,816-92.9% | $16,241-91.4% | $12,312-88.6% |