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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 | $127,550 | $210,698-39.5% | $178,014-28.3% | $145,959-12.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.70% | 386.27%-373.6pp | 294.80%-282.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,734 | $4,567-40.1% | $3,950-30.8% | $4,661-41.3% |
| Participant deferral / active EE | $9,217 | $6,958+32.5% | $6,276+46.8% | $6,689+37.8% |
| Admin fee / account holder | $17,213 | $12,016+43.3% | $10,362+66.1% | $13,398+28.5% |