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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 | $113,465 | $157,296-27.9% | $141,191-19.6% | $152,897-25.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.08% | 64.34%-36.3pp | 71.41%-43.3pp | 345.43%-317.3pp |
| Employer contribution / active EE | $5,000 | $5,262-5.0% | $4,736+5.6% | $4,764+5.0% |
| Participant deferral / active EE | $9,997 | $7,111+40.6% | $6,710+49.0% | $5,851+70.9% |
| Admin fee / account holder | $1,658 | $12,125-86.3% | $10,264-83.8% | $11,599-85.7% |