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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 | $135,949 | $148,629-8.5% | $135,9820% | $139,487-2.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.02% | 79.33%-59.3pp | 68.32%-48.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $7,024 | $5,247+33.9% | $4,859+44.5% | $4,755+47.7% |
| Participant deferral / active EE | $9,593 | $8,102+18.4% | $7,760+23.6% | $6,713+42.9% |
| Admin fee / account holder | $443 | $12,406-96.4% | $10,767-95.9% | $11,407-96.1% |