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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 | $143,793 | $166,020-13.4% | $164,866-12.8% | $145,959-1.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.17% | 100.08%-88.9pp | 69.97%-58.8pp | 561.95%-550.8pp |
| Employer contribution / active EE | $6,814 | $5,275+29.2% | $4,343+56.9% | $4,661+46.2% |
| Participant deferral / active EE | $6,914 | $6,961-0.7% | $6,033+14.6% | $6,689+3.4% |
| Admin fee / account holder | $1,514 | $16,644-90.9% | $12,689-88.1% | $13,398-88.7% |