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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 | $138,422 | $157,296-12.0% | $141,191-2.0% | $152,897-9.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 37.08% | 64.34%-27.3pp | 71.41%-34.3pp | 345.43%-308.3pp |
| Employer contribution / active EE | $5,195 | $5,262-1.3% | $4,736+9.7% | $4,764+9.1% |
| Participant deferral / active EE | $17,513 | $7,111+146.3% | $6,710+161.0% | $5,851+199.3% |
| Admin fee / account holder | $1,718 | $12,125-85.8% | $10,264-83.3% | $11,599-85.2% |