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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 | $120,218 | $148,629-19.1% | $135,982-11.6% | $139,487-13.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.26% | 79.33%-57.1pp | 68.32%-46.1pp | 373.84%-351.6pp |
| Employer contribution / active EE | $5,129 | $5,247-2.2% | $4,859+5.6% | $4,755+7.9% |
| Participant deferral / active EE | $12,447 | $8,102+53.6% | $7,760+60.4% | $6,713+85.4% |
| Admin fee / account holder | $9,035 | $12,406-27.2% | $10,767-16.1% | $11,407-20.8% |