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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 | $143,301 | $165,399-13.4% | $149,745-4.3% | $158,982-9.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.91% | 348.34%-332.4pp | 276.72%-260.8pp | 302.99%-287.1pp |
| Employer contribution / active EE | $3,188 | $5,105-37.6% | $4,646-31.4% | $4,763-33.1% |
| Participant deferral / active EE | $12,080 | $7,183+68.2% | $6,843+76.5% | $5,983+101.9% |
| Admin fee / account holder | $28,434 | $10,811+163.0% | $9,312+205.4% | $11,252+152.7% |