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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 | $139,378 | $183,592-24.1% | $155,574-10.4% | $145,877-4.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.68% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,215 | $5,317-39.5% | $4,676-31.3% | $4,663-31.1% |
| Participant deferral / active EE | $7,918 | $6,466+22.4% | $5,629+40.6% | $6,691+18.3% |
| Admin fee / account holder | $13,327 | $19,316-31.0% | $15,914-16.3% | $13,402-0.6% |