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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 | $92,317 | $165,399-44.2% | $149,745-38.4% | $158,982-41.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.34% | 348.34%-323.0pp | 276.72%-251.4pp | 302.99%-277.6pp |
| Employer contribution / active EE | $2,473 | $5,105-51.6% | $4,646-46.8% | $4,763-48.1% |
| Participant deferral / active EE | $6,798 | $7,183-5.4% | $6,843-0.7% | $5,983+13.6% |
| Admin fee / account holder | $9,801 | $10,811-9.3% | $9,312+5.3% | $11,252-12.9% |