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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 | $140,670 | $148,623-5.4% | $135,974+3.5% | $139,466+0.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.97% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $3,138 | $5,246-40.2% | $4,859-35.4% | $4,754-34.0% |
| Participant deferral / active EE | $9,080 | $8,103+12.1% | $7,760+17.0% | $6,712+35.3% |
| Admin fee / account holder | $15,828 | $12,406+27.6% | $10,767+47.0% | $11,409+38.7% |