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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 | $141,026 | $211,288-33.3% | $178,540-21.0% | $145,884-3.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.69% | 30.27%-6.6pp | 27.15%-3.5pp | 551.85%-528.2pp |
| Employer contribution / active EE | $11,790 | $4,574+157.8% | $3,953+198.3% | $4,662+152.9% |
| Participant deferral / active EE | $12,581 | $6,967+80.6% | $6,281+100.3% | $6,690+88.1% |
| Admin fee / account holder | $8,723 | $12,105-27.9% | $10,424-16.3% | $13,392-34.9% |