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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 | $112,014 | $227,597-50.8% | $189,575-40.9% | $167,536-33.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.48% | 78.44%-65.0pp | 64.19%-50.7pp | 478.82%-465.3pp |
| Employer contribution / active EE | $5,017 | $5,316-5.6% | $4,412+13.7% | $4,839+3.7% |
| Participant deferral / active EE | $7,834 | $7,002+11.9% | $6,174+26.9% | $6,342+23.5% |
| Admin fee / account holder | $1,683 | $11,877-85.8% | $9,806-82.8% | $12,315-86.3% |