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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 | $131,113 | $148,629-11.8% | $135,982-3.6% | $139,487-6.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.96% | 79.33%-66.4pp | 68.32%-55.4pp | 373.84%-360.9pp |
| Employer contribution / active EE | $5,186 | $5,247-1.1% | $4,859+6.7% | $4,755+9.1% |
| Participant deferral / active EE | $6,418 | $8,102-20.8% | $7,760-17.3% | $6,713-4.4% |
| Admin fee / account holder | $1,832 | $12,406-85.2% | $10,767-83.0% | $11,407-83.9% |