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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 | $107,615 | $148,623-27.6% | $135,974-20.9% | $139,466-22.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.40% | 79.30%-61.9pp | 68.30%-50.9pp | 373.66%-356.3pp |
| Employer contribution / active EE | $4,351 | $5,246-17.1% | $4,859-10.5% | $4,754-8.5% |
| Participant deferral / active EE | $8,747 | $8,103+7.9% | $7,760+12.7% | $6,712+30.3% |
| Admin fee / account holder | $910 | $12,406-92.7% | $10,767-91.6% | $11,409-92.0% |