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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 | $139,327 | $196,972-29.3% | $182,262-23.6% | $198,609-29.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 4.88% | 158.27%-153.4pp | 140.60%-135.7pp | 202.70%-197.8pp |
| Employer contribution / active EE | $5,232 | $5,364-2.4% | $5,046+3.7% | $5,055+3.5% |
| Participant deferral / active EE | $18,009 | $8,643+108.4% | $8,276+117.6% | $6,977+158.1% |
| Admin fee / account holder | $8,242 | $18,429-55.3% | $16,712-50.7% | $19,030-56.7% |