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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 | $143,745 | $165,399-13.1% | $149,745-4.0% | $158,982-9.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.10% | 348.34%-330.2pp | 276.72%-258.6pp | 302.99%-284.9pp |
| Employer contribution / active EE | $1,138 | $5,105-77.7% | $4,646-75.5% | $4,763-76.1% |
| Participant deferral / active EE | $14,432 | $7,183+100.9% | $6,843+110.9% | $5,983+141.2% |
| Admin fee / account holder | $12,273 | $10,811+13.5% | $9,312+31.8% | $11,252+9.1% |