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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 | $138,587 | $148,629-6.8% | $135,982+1.9% | $139,487-0.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.46% | 79.33%-65.9pp | 68.32%-54.9pp | 373.84%-360.4pp |
| Employer contribution / active EE | $5,668 | $5,247+8.0% | $4,859+16.7% | $4,755+19.2% |
| Participant deferral / active EE | $19,833 | $8,102+144.8% | $7,760+155.6% | $6,713+195.5% |
| Admin fee / account holder | $2,526 | $12,406-79.6% | $10,767-76.5% | $11,407-77.9% |