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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 | $130,689 | $148,582-12.0% | $135,942-3.9% | $139,456-6.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.61% | 79.26%-66.6pp | 68.28%-55.7pp | 373.45%-360.8pp |
| Employer contribution / active EE | $12,729 | $5,245+142.7% | $4,858+162.1% | $4,753+167.8% |
| Participant deferral / active EE | $4,727 | $8,101-41.6% | $7,759-39.1% | $6,711-29.6% |
| Admin fee / account holder | $4,991 | $12,402-59.8% | $10,764-53.6% | $11,407-56.2% |