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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 | $115,917 | $129,737-10.7% | $119,126-2.7% | $154,746-25.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.13% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.2pp |
| Employer contribution / active EE | $3,689 | $4,375-15.7% | $4,034-8.6% | $4,379-15.8% |
| Participant deferral / active EE | $5,926 | $5,842+1.4% | $5,318+11.4% | $6,730-12.0% |
| Admin fee / account holder | $1,683 | $11,961-85.9% | $10,693-84.3% | $14,365-88.3% |