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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 | $133,863 | $165,381-19.1% | $149,730-10.6% | $158,966-15.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.26% | 348.29%-331.0pp | 276.70%-259.4pp | 302.95%-285.7pp |
| Employer contribution / active EE | $8,172 | $5,104+60.1% | $4,645+75.9% | $4,762+71.6% |
| Participant deferral / active EE | $3,300 | $7,182-54.1% | $6,843-51.8% | $5,983-44.8% |
| Admin fee / account holder | $451 | $10,809-95.8% | $9,310-95.2% | $11,250-96.0% |