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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 | $147,242 | $165,399-11.0% | $149,745-1.7% | $158,982-7.4% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 10.59% | 348.34%-337.7pp | 276.72%-266.1pp | 302.99%-292.4pp |
| Employer contribution / active EE | $24,039 | $5,105+370.9% | $4,646+417.4% | $4,763+404.7% |
| Participant deferral / active EE | $5,589 | $7,183-22.2% | $6,843-18.3% | $5,983-6.6% |
| Admin fee / account holder | $1,964 | $10,811-81.8% | $9,312-78.9% | $11,252-82.5% |