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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 | $144,495 | $183,539-21.3% | $155,556-7.1% | $145,897-1.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $4,444 | $5,315-16.4% | $4,675-5.0% | $4,663-4.7% |
| Participant deferral / active EE | $3,199 | $6,467-50.5% | $5,631-43.2% | $6,689-52.2% |
| Admin fee / account holder | $2,893 | $19,275-85.0% | $15,885-81.8% | $13,390-78.4% |