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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 | $116,653 | $154,209-24.4% | $130,062-10.3% | $139,487-16.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.79% | 32.52%-13.7pp | -137.37%+156.2pp | 373.84%-355.1pp |
| Employer contribution / active EE | $5,195 | $5,292-1.8% | $4,322+20.2% | $4,755+9.3% |
| Participant deferral / active EE | $6,710 | $6,7090% | $5,821+15.3% | $6,7130% |
| Admin fee / account holder | $560 | $13,988-96.0% | $10,601-94.7% | $11,407-95.1% |