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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 | $127,614 | $148,582-14.1% | $135,942-6.1% | $139,456-8.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.03% | 79.26%-63.2pp | 68.28%-52.2pp | 373.45%-357.4pp |
| Employer contribution / active EE | $2,493 | $5,245-52.5% | $4,858-48.7% | $4,753-47.6% |
| Participant deferral / active EE | $6,243 | $8,101-22.9% | $7,759-19.5% | $6,711-7.0% |
| Admin fee / account holder | $4,204 | $12,402-66.1% | $10,764-60.9% | $11,407-63.1% |