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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 | $133,737 | $165,399-19.1% | $149,745-10.7% | $158,982-15.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.71% | 348.34%-336.6pp | 276.72%-265.0pp | 302.99%-291.3pp |
| Employer contribution / active EE | $2,129 | $5,105-58.3% | $4,646-54.2% | $4,763-55.3% |
| Participant deferral / active EE | $6,778 | $7,183-5.6% | $6,843-1.0% | $5,983+13.3% |
| Admin fee / account holder | $8,237 | $10,811-23.8% | $9,312-11.5% | $11,252-26.8% |