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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 | $133,999 | $148,629-9.8% | $135,982-1.5% | $139,487-3.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.36% | 79.33%-62.0pp | 68.32%-51.0pp | 373.84%-356.5pp |
| Employer contribution / active EE | $7,680 | $5,247+46.4% | $4,859+58.0% | $4,755+61.5% |
| Participant deferral / active EE | $17,094 | $8,102+111.0% | $7,760+120.3% | $6,713+154.7% |
| Admin fee / account holder | $2,110 | $12,406-83.0% | $10,767-80.4% | $11,407-81.5% |