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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 | $138,119 | $155,555-11.2% | $146,866-6.0% | $155,188-11.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 34.63% | 115.41%-80.8pp | 102.85%-68.2pp | 148.84%-114.2pp |
| Employer contribution / active EE | $4,968 | $4,647+6.9% | $4,425+12.3% | $4,248+16.9% |
| Participant deferral / active EE | $11,608 | $8,044+44.3% | $7,759+49.6% | $6,531+77.7% |
| Admin fee / account holder | $5,640 | $14,755-61.8% | $13,620-58.6% | $14,480-61.1% |