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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 | $153,675 | $228,395-32.7% | $185,861-17.3% | $158,982-3.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.06% | 40.82%-26.8pp | 35.96%-21.9pp | 302.99%-288.9pp |
| Employer contribution / active EE | $4,610 | $4,968-7.2% | $4,088+12.8% | $4,763-3.2% |
| Participant deferral / active EE | $5,019 | $6,417-21.8% | $5,634-10.9% | $5,983-16.1% |
| Admin fee / account holder | $763 | $11,869-93.6% | $9,503-92.0% | $11,252-93.2% |