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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 | $137,233 | $148,623-7.7% | $135,974+0.9% | $139,466-1.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.39% | 79.30%-65.9pp | 68.30%-54.9pp | 373.66%-360.3pp |
| Employer contribution / active EE | $2,890 | $5,246-44.9% | $4,859-40.5% | $4,754-39.2% |
| Participant deferral / active EE | $10,994 | $8,103+35.7% | $7,760+41.7% | $6,712+63.8% |
| Admin fee / account holder | $460 | $12,406-96.3% | $10,767-95.7% | $11,409-96.0% |