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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 | $131,198 | $148,623-11.7% | $135,974-3.5% | $139,466-5.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.96% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,203 | $5,246-58.0% | $4,859-54.7% | $4,754-53.7% |
| Participant deferral / active EE | $14,904 | $8,103+83.9% | $7,760+92.1% | $6,712+122.1% |
| Admin fee / account holder | $1,619 | $12,406-87.0% | $10,767-85.0% | $11,409-85.8% |