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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 | $142,608 | $183,539-22.3% | $155,556-8.3% | $145,897-2.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.26% | 61.31%-48.0pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $4,704 | $5,315-11.5% | $4,675+0.6% | $4,663+0.9% |
| Participant deferral / active EE | $8,168 | $6,467+26.3% | $5,631+45.1% | $6,689+22.1% |
| Admin fee / account holder | $3,190 | $19,275-83.4% | $15,885-79.9% | $13,390-76.2% |