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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 | $152,480 | $165,399-7.8% | $149,745+1.8% | $158,982-4.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.29% | 348.34%-331.0pp | 276.72%-259.4pp | 302.99%-285.7pp |
| Employer contribution / active EE | $2,269 | $5,105-55.6% | $4,646-51.2% | $4,763-52.4% |
| Participant deferral / active EE | $12,045 | $7,183+67.7% | $6,843+76.0% | $5,983+101.3% |
| Admin fee / account holder | $2,807 | $10,811-74.0% | $9,312-69.9% | $11,252-75.0% |