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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 | $134,601 | $162,136-17.0% | $152,301-11.6% | $154,746-13.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.26% | 91.02%-75.8pp | 80.50%-65.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $12,018 | $4,890+145.7% | $4,624+159.9% | $4,379+174.4% |
| Participant deferral / active EE | $2,953 | $8,341-64.6% | $8,004-63.1% | $6,730-56.1% |
| Admin fee / account holder | $2,132 | $15,759-86.5% | $14,398-85.2% | $14,365-85.2% |