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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 | $136,892 | $159,934-14.4% | $147,005-6.9% | $145,959-6.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.16% | 98.24%-83.1pp | 418.76%-403.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $5,363 | $5,287+1.4% | $4,934+8.7% | $4,661+15.1% |
| Participant deferral / active EE | $11,042 | $8,427+31.0% | $8,070+36.8% | $6,689+65.1% |
| Admin fee / account holder | $439 | $15,053-97.1% | $13,006-96.6% | $13,398-96.7% |