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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 | $137,314 | $176,838-22.4% | $146,685-6.4% | $167,518-18.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.31% | 24.04%-2.7pp | 22.75%-1.4pp | 478.71%-457.4pp |
| Employer contribution / active EE | $3,567 | $5,161-30.9% | $4,137-13.8% | $4,838-26.3% |
| Participant deferral / active EE | $10,240 | $6,441+59.0% | $5,507+86.0% | $6,342+61.5% |
| Admin fee / account holder | $2,331 | $13,262-82.4% | $10,281-77.3% | $12,312-81.1% |