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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 | $142,344 | $165,399-13.9% | $149,745-4.9% | $158,982-10.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.13% | 348.34%-331.2pp | 276.72%-259.6pp | 302.99%-285.9pp |
| Employer contribution / active EE | $7,543 | $5,105+47.8% | $4,646+62.4% | $4,763+58.4% |
| Participant deferral / active EE | $8,223 | $7,183+14.5% | $6,843+20.2% | $5,983+37.4% |
| Admin fee / account holder | $1,580 | $10,811-85.4% | $9,312-83.0% | $11,252-86.0% |