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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 | $124,195 | $165,399-24.9% | $149,745-17.1% | $158,982-21.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.01% | 348.34%-333.3pp | 276.72%-261.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $5,727 | $5,105+12.2% | $4,646+23.3% | $4,763+20.2% |
| Participant deferral / active EE | $7,432 | $7,183+3.5% | $6,843+8.6% | $5,983+24.2% |
| Admin fee / account holder | $4,565 | $10,811-57.8% | $9,312-51.0% | $11,252-59.4% |