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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 | $183,592-21.3% | $155,574-7.1% | $145,877-0.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $4,444 | $5,317-16.4% | $4,676-5.0% | $4,663-4.7% |
| Participant deferral / active EE | $3,199 | $6,466-50.5% | $5,629-43.2% | $6,691-52.2% |
| Admin fee / account holder | $2,893 | $19,316-85.0% | $15,914-81.8% | $13,402-78.4% |