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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 | $138,278 | $148,629-7.0% | $135,982+1.7% | $139,487-0.9% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 75.30% | 79.33%-4.0pp | 68.32%+7.0pp | 373.84%-298.5pp |
| Employer contribution / active EE | $19,892 | $5,247+279.2% | $4,859+309.4% | $4,755+318.4% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,569 | $12,406-55.1% | $10,767-48.3% | $11,407-51.2% |