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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 | $146,231 | $165,399-11.6% | $149,745-2.3% | $158,982-8.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.98% | 348.34%-327.4pp | 276.72%-255.7pp | 302.99%-282.0pp |
| Employer contribution / active EE | $3,112 | $5,105-39.0% | $4,646-33.0% | $4,763-34.7% |
| Participant deferral / active EE | $8,934 | $7,183+24.4% | $6,843+30.5% | $5,983+49.3% |
| Admin fee / account holder | $1,817 | $10,811-83.2% | $9,312-80.5% | $11,252-83.9% |