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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 | $142,058 | $165,399-14.1% | $149,745-5.1% | $158,982-10.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.38% | 348.34%-331.0pp | 276.72%-259.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $2,120 | $5,105-58.5% | $4,646-54.4% | $4,763-55.5% |
| Participant deferral / active EE | $18,560 | $7,183+158.4% | $6,843+171.2% | $5,983+210.2% |
| Admin fee / account holder | $1,232 | $10,811-88.6% | $9,312-86.8% | $11,252-89.1% |