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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 | $184,345 | $227,399-18.9% | $189,758-2.9% | $198,609-7.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.10% | 61.03%-52.9pp | 52.62%-44.5pp | 202.70%-194.6pp |
| Employer contribution / active EE | $4,289 | $5,526-22.4% | $4,767-10.0% | $5,055-15.2% |
| Participant deferral / active EE | $15,343 | $6,837+124.4% | $5,856+162.0% | $6,977+119.9% |
| Admin fee / account holder | $167,762 | $25,162+566.7% | $20,388+722.9% | $19,030+781.6% |