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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 | $97,002 | $157,304-38.3% | $141,197-31.3% | $152,909-36.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.28% | 64.34%-47.1pp | 71.41%-54.1pp | 345.46%-328.2pp |
| Employer contribution / active EE | $4,834 | $5,263-8.1% | $4,736+2.1% | $4,764+1.5% |
| Participant deferral / active EE | $8,380 | $7,111+17.9% | $6,710+24.9% | $5,851+43.2% |
| Admin fee / account holder | $23,264 | $12,126+91.9% | $10,265+126.6% | $11,601+100.5% |