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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 | $136,513 | $165,351-17.4% | $149,710-8.8% | $158,931-14.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.77% | 348.19%-330.4pp | 276.63%-258.9pp | 302.86%-285.1pp |
| Employer contribution / active EE | $2,513 | $5,103-50.8% | $4,645-45.9% | $4,761-47.2% |
| Participant deferral / active EE | $11,953 | $7,181+66.4% | $6,842+74.7% | $5,982+99.8% |
| Admin fee / account holder | $5,177 | $10,807-52.1% | $9,309-44.4% | $11,247-54.0% |