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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 | $121,786 | $183,539-33.6% | $155,556-21.7% | $145,897-16.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.04% | 61.31%-50.3pp | 64.84%-53.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $5,078 | $5,315-4.5% | $4,675+8.6% | $4,663+8.9% |
| Participant deferral / active EE | $4,873 | $6,467-24.7% | $5,631-13.5% | $6,689-27.2% |
| Admin fee / account holder | $979 | $19,275-94.9% | $15,885-93.8% | $13,390-92.7% |