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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 | $135,738 | $165,399-17.9% | $149,745-9.4% | $158,982-14.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.02% | 348.34%-329.3pp | 276.72%-257.7pp | 302.99%-284.0pp |
| Employer contribution / active EE | $5,652 | $5,105+10.7% | $4,646+21.7% | $4,763+18.7% |
| Participant deferral / active EE | $11,857 | $7,183+65.1% | $6,843+73.3% | $5,983+98.2% |
| Admin fee / account holder | $552 | $10,811-94.9% | $9,312-94.1% | $11,252-95.1% |