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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 | $141,769 | $165,399-14.3% | $149,745-5.3% | $158,982-10.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.81% | 348.34%-332.5pp | 276.72%-260.9pp | 302.99%-287.2pp |
| Employer contribution / active EE | $5,240 | $5,105+2.7% | $4,646+12.8% | $4,763+10.0% |
| Participant deferral / active EE | $3,981 | $7,183-44.6% | $6,843-41.8% | $5,983-33.5% |
| Admin fee / account holder | $1,524 | $10,811-85.9% | $9,312-83.6% | $11,252-86.5% |