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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 | $165,399-17.5% | $149,745-8.8% | $158,982-14.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.77% | 348.34%-330.6pp | 276.72%-259.0pp | 302.99%-285.2pp |
| Employer contribution / active EE | $2,513 | $5,105-50.8% | $4,646-45.9% | $4,763-47.2% |
| Participant deferral / active EE | $11,953 | $7,183+66.4% | $6,843+74.7% | $5,983+99.8% |
| Admin fee / account holder | $5,177 | $10,811-52.1% | $9,312-44.4% | $11,252-54.0% |