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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 | $132,932 | $173,340-23.3% | $136,007-2.3% | $145,959-8.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.83% | 1163.32%-1151.5pp | 579.32%-567.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,924 | $5,275-44.6% | $4,215-30.6% | $4,661-37.3% |
| Participant deferral / active EE | $10,887 | $8,699+25.1% | $7,024+55.0% | $6,689+62.8% |
| Admin fee / account holder | $8,081 | $9,954-18.8% | $6,858+17.8% | $13,398-39.7% |