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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 | $138,719 | $165,361-16.1% | $149,715-7.3% | $158,950-12.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.01% | 348.24%-337.2pp | 276.66%-265.6pp | 302.91%-291.9pp |
| Employer contribution / active EE | $5,851 | $5,103+14.6% | $4,645+26.0% | $4,762+22.9% |
| Participant deferral / active EE | $12,664 | $7,182+76.3% | $6,842+85.1% | $5,983+111.7% |
| Admin fee / account holder | $28,759 | $10,808+166.1% | $9,310+208.9% | $11,248+155.7% |