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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 | $110,041 | $157,296-30.0% | $141,191-22.1% | $152,897-28.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.00% | 64.34%-38.3pp | 71.41%-45.4pp | 345.43%-319.4pp |
| Employer contribution / active EE | $5,677 | $5,262+7.9% | $4,736+19.9% | $4,764+19.2% |
| Participant deferral / active EE | $11,168 | $7,111+57.1% | $6,710+66.4% | $5,851+90.9% |
| Admin fee / account holder | $7,425 | $12,125-38.8% | $10,264-27.7% | $11,599-36.0% |