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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 | $138,789 | $165,381-16.1% | $149,730-7.3% | $158,966-12.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.36% | 348.29%-325.9pp | 276.70%-254.3pp | 302.95%-280.6pp |
| Employer contribution / active EE | $7,403 | $5,104+45.0% | $4,645+59.4% | $4,762+55.4% |
| Participant deferral / active EE | $5,818 | $7,182-19.0% | $6,843-15.0% | $5,983-2.8% |
| Admin fee / account holder | $4,575 | $10,809-57.7% | $9,310-50.9% | $11,250-59.3% |