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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 | $129,725 | $157,304-17.5% | $141,197-8.1% | $152,909-15.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.21% | 64.34%-42.1pp | 71.41%-49.2pp | 345.46%-323.3pp |
| Employer contribution / active EE | $7,791 | $5,263+48.0% | $4,736+64.5% | $4,764+63.5% |
| Participant deferral / active EE | $7,498 | $7,111+5.4% | $6,710+11.7% | $5,851+28.1% |
| Admin fee / account holder | $927 | $12,126-92.4% | $10,265-91.0% | $11,601-92.0% |