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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 | $119,073 | $166,131-28.3% | $164,975-27.8% | $145,877-18.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.45% | 100.37%-88.9pp | 70.12%-58.7pp | 551.28%-539.8pp |
| Employer contribution / active EE | $5,363 | $5,276+1.6% | $4,343+23.5% | $4,663+15.0% |
| Participant deferral / active EE | $8,363 | $6,962+20.1% | $6,033+38.6% | $6,691+25.0% |
| Admin fee / account holder | $655 | $16,648-96.1% | $12,688-94.8% | $13,402-95.1% |