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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 | $141,315 | $165,399-14.6% | $149,745-5.6% | $158,982-11.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.51% | 348.34%-330.8pp | 276.72%-259.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $2,660 | $5,105-47.9% | $4,646-42.7% | $4,763-44.2% |
| Participant deferral / active EE | $9,398 | $7,183+30.8% | $6,843+37.3% | $5,983+57.1% |
| Admin fee / account holder | $7,465 | $10,811-31.0% | $9,312-19.8% | $11,252-33.7% |