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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 | $136,429 | $148,623-8.2% | $135,974+0.3% | $139,466-2.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.73% | 79.30%-58.6pp | 68.30%-47.6pp | 373.66%-352.9pp |
| Employer contribution / active EE | $3,058 | $5,246-41.7% | $4,859-37.1% | $4,754-35.7% |
| Participant deferral / active EE | $9,258 | $8,103+14.3% | $7,760+19.3% | $6,712+37.9% |
| Admin fee / account holder | $685 | $12,406-94.5% | $10,767-93.6% | $11,409-94.0% |