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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 | $123,521 | $165,381-25.3% | $149,730-17.5% | $158,966-22.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.31% | 348.29%-334.0pp | 276.70%-262.4pp | 302.95%-288.6pp |
| Employer contribution / active EE | $4,810 | $5,104-5.8% | $4,645+3.5% | $4,762+1.0% |
| Participant deferral / active EE | $6,500 | $7,182-9.5% | $6,843-5.0% | $5,983+8.6% |
| Admin fee / account holder | $1,825 | $10,809-83.1% | $9,310-80.4% | $11,250-83.8% |