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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 | $182,315 | $157,296+15.9% | $141,191+29.1% | $152,897+19.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.71% | 64.34%-48.6pp | 71.41%-55.7pp | 345.43%-329.7pp |
| Employer contribution / active EE | $4,286 | $5,262-18.6% | $4,736-9.5% | $4,764-10.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,970 | $12,125-1.3% | $10,264+16.6% | $11,599+3.2% |