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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 | $138,015 | $202,463-31.8% | $169,397-18.5% | $139,487-1.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.61% | 532.64%-516.0pp | 406.23%-389.6pp | 373.84%-357.2pp |
| Employer contribution / active EE | $2,855 | $4,694-39.2% | $4,013-28.9% | $4,755-40.0% |
| Participant deferral / active EE | $7,828 | $6,941+12.8% | $6,223+25.8% | $6,713+16.6% |
| Admin fee / account holder | $1,445 | $10,726-86.5% | $9,017-84.0% | $11,407-87.3% |