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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 | $126,640 | $165,399-23.4% | $149,745-15.4% | $158,982-20.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.31% | 348.34%-324.0pp | 276.72%-252.4pp | 302.99%-278.7pp |
| Employer contribution / active EE | $2,890 | $5,105-43.4% | $4,646-37.8% | $4,763-39.3% |
| Participant deferral / active EE | $13,843 | $7,183+92.7% | $6,843+102.3% | $5,983+131.4% |
| Admin fee / account holder | $511 | $10,811-95.3% | $9,312-94.5% | $11,252-95.5% |