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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 | $100,510 | $148,623-32.4% | $135,974-26.1% | $139,466-27.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.97% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $5,195 | $5,246-1.0% | $4,859+6.9% | $4,754+9.3% |
| Participant deferral / active EE | $4,363 | $8,103-46.2% | $7,760-43.8% | $6,712-35.0% |
| Admin fee / account holder | $1,347 | $12,406-89.1% | $10,767-87.5% | $11,409-88.2% |