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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 | $129,240 | $227,633-43.2% | $189,597-31.8% | $167,553-22.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.38% | 78.45%-64.1pp | 64.20%-49.8pp | 478.89%-464.5pp |
| Employer contribution / active EE | $4,384 | $5,317-17.6% | $4,412-0.6% | $4,840-9.4% |
| Participant deferral / active EE | $6,400 | $7,003-8.6% | $6,174+3.7% | $6,343+0.9% |
| Admin fee / account holder | $1,189 | $11,879-90.0% | $9,807-87.9% | $12,316-90.3% |