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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 | $143,279 | $181,062-20.9% | $158,223-9.4% | $155,188-7.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.03% | 57.39%-40.4pp | 52.09%-35.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $3,341 | $4,565-26.8% | $4,109-18.7% | $4,248-21.4% |
| Participant deferral / active EE | $7,164 | $6,134+16.8% | $5,467+31.0% | $6,531+9.7% |
| Admin fee / account holder | $8,780 | $18,825-53.4% | $16,047-45.3% | $14,480-39.4% |