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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 | $138,258 | $165,361-16.4% | $149,715-7.7% | $158,950-13.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.99% | 348.24%-328.2pp | 276.66%-256.7pp | 302.91%-282.9pp |
| Employer contribution / active EE | $4,823 | $5,103-5.5% | $4,645+3.8% | $4,762+1.3% |
| Participant deferral / active EE | $7,302 | $7,182+1.7% | $6,842+6.7% | $5,983+22.0% |
| Admin fee / account holder | $2,781 | $10,808-74.3% | $9,310-70.1% | $11,248-75.3% |