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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 | $135,068 | $148,629-9.1% | $135,982-0.7% | $139,487-3.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.68% | 79.33%-65.7pp | 68.32%-54.6pp | 373.84%-360.2pp |
| Employer contribution / active EE | $2,621 | $5,247-50.1% | $4,859-46.1% | $4,755-44.9% |
| Participant deferral / active EE | $8,900 | $8,102+9.8% | $7,760+14.7% | $6,713+32.6% |
| Admin fee / account holder | $14,762 | $12,406+19.0% | $10,767+37.1% | $11,407+29.4% |