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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 | $134,381 | $165,399-18.8% | $149,745-10.3% | $158,982-15.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.18% | 348.34%-331.2pp | 276.72%-259.5pp | 302.99%-285.8pp |
| Employer contribution / active EE | $1,977 | $5,105-61.3% | $4,646-57.5% | $4,763-58.5% |
| Participant deferral / active EE | $6,800 | $7,183-5.3% | $6,843-0.6% | $5,983+13.6% |
| Admin fee / account holder | $9,998 | $10,811-7.5% | $9,312+7.4% | $11,252-11.1% |