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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 | $189,806 | $227,633-16.6% | $189,597+0.1% | $167,553+13.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.67% | 78.45%-64.8pp | 64.20%-50.5pp | 478.89%-465.2pp |
| Employer contribution / active EE | $4,777 | $5,317-10.2% | $4,412+8.3% | $4,840-1.3% |
| Participant deferral / active EE | $6,542 | $7,003-6.6% | $6,174+6.0% | $6,343+3.1% |
| Admin fee / account holder | $1,491 | $11,879-87.5% | $9,807-84.8% | $12,316-87.9% |