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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 | $141,693 | $132,099+7.3% | $115,599+22.6% | $138,895+2.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 9.66% | 176.76%-167.1pp | 111.10%-101.4pp | 145.39%-135.7pp |
| Employer contribution / active EE | $3,383 | $3,416-1.0% | $2,955+14.5% | $4,194-19.3% |
| Participant deferral / active EE | $4,147 | $5,617-26.2% | $4,889-15.2% | $6,396-35.2% |
| Admin fee / account holder | $2,369 | $15,650-84.9% | $12,841-81.5% | $12,562-81.1% |