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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 | $120,035 | $148,629-19.2% | $135,982-11.7% | $139,487-13.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.93% | 79.33%-63.4pp | 68.32%-52.4pp | 373.84%-357.9pp |
| Employer contribution / active EE | $5,321 | $5,247+1.4% | $4,859+9.5% | $4,755+11.9% |
| Participant deferral / active EE | $6,883 | $8,102-15.0% | $7,760-11.3% | $6,713+2.5% |
| Admin fee / account holder | $1,041 | $12,406-91.6% | $10,767-90.3% | $11,407-90.9% |