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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 | $146,655 | $165,399-11.3% | $149,745-2.1% | $158,982-7.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.86% | 348.34%-331.5pp | 276.72%-259.9pp | 302.99%-286.1pp |
| Employer contribution / active EE | $3,009 | $5,105-41.1% | $4,646-35.2% | $4,763-36.8% |
| Participant deferral / active EE | $11,666 | $7,183+62.4% | $6,843+70.5% | $5,983+95.0% |
| Admin fee / account holder | $7,875 | $10,811-27.2% | $9,312-15.4% | $11,252-30.0% |