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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 | $138,145 | $148,629-7.1% | $135,982+1.6% | $139,487-1.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.92% | 79.33%-57.4pp | 68.32%-46.4pp | 373.84%-351.9pp |
| Employer contribution / active EE | $4,562 | $5,247-13.0% | $4,859-6.1% | $4,755-4.0% |
| Participant deferral / active EE | $11,310 | $8,102+39.6% | $7,760+45.7% | $6,713+68.5% |
| Admin fee / account holder | $15,163 | $12,406+22.2% | $10,767+40.8% | $11,407+32.9% |