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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 | $145,559 | $148,629-2.1% | $135,982+7.0% | $139,487+4.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.61% | 79.33%-61.7pp | 68.32%-50.7pp | 373.84%-356.2pp |
| Employer contribution / active EE | $8,500 | $5,247+62.0% | $4,859+74.9% | $4,755+78.8% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,695 | $12,406-21.9% | $10,767-10.0% | $11,407-15.0% |