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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 | $113,798 | $157,296-27.7% | $141,191-19.4% | $152,897-25.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.31% | 64.34%-47.0pp | 71.41%-54.1pp | 345.43%-328.1pp |
| Employer contribution / active EE | $3,823 | $5,262-27.3% | $4,736-19.3% | $4,764-19.7% |
| Participant deferral / active EE | $11,326 | $7,111+59.3% | $6,710+68.8% | $5,851+93.6% |
| Admin fee / account holder | $32,723 | $12,125+169.9% | $10,264+218.8% | $11,599+182.1% |