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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 | $146,225 | $165,399-11.6% | $149,745-2.4% | $158,982-8.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.27% | 348.34%-339.1pp | 276.72%-267.4pp | 302.99%-293.7pp |
| Employer contribution / active EE | $8,033 | $5,105+57.4% | $4,646+72.9% | $4,763+68.7% |
| Participant deferral / active EE | $8,135 | $7,183+13.3% | $6,843+18.9% | $5,983+36.0% |
| Admin fee / account holder | $30,720 | $10,811+184.1% | $9,312+229.9% | $11,252+173.0% |