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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 | $144,132 | $148,623-3.0% | $135,974+6.0% | $139,466+3.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.31% | 79.30%-64.0pp | 68.30%-53.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $23,379 | $5,246+345.6% | $4,859+381.2% | $4,754+391.8% |
| Participant deferral / active EE | $5,537 | $8,103-31.7% | $7,760-28.7% | $6,712-17.5% |
| Admin fee / account holder | $6,405 | $12,406-48.4% | $10,767-40.5% | $11,409-43.9% |