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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 | $142,415 | $183,592-22.4% | $155,567-8.5% | $145,959-2.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.62% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $5,283 | $5,315-0.6% | $4,674+13.0% | $4,661+13.3% |
| Participant deferral / active EE | $8,533 | $6,464+32.0% | $5,628+51.6% | $6,689+27.6% |
| Admin fee / account holder | $5,925 | $19,318-69.3% | $15,916-62.8% | $13,398-55.8% |