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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 | $129,586 | $183,592-29.4% | $155,574-16.7% | $145,877-11.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.50% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $5,646 | $5,317+6.2% | $4,676+20.8% | $4,663+21.1% |
| Participant deferral / active EE | $5,198 | $6,466-19.6% | $5,629-7.7% | $6,691-22.3% |
| Admin fee / account holder | $1,396 | $19,316-92.8% | $15,914-91.2% | $13,402-89.6% |