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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 | $133,535 | $148,623-10.2% | $135,974-1.8% | $139,466-4.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.07% | 79.30%-63.2pp | 68.30%-52.2pp | 373.66%-357.6pp |
| Employer contribution / active EE | $3,448 | $5,246-34.3% | $4,859-29.0% | $4,754-27.5% |
| Participant deferral / active EE | $9,924 | $8,103+22.5% | $7,760+27.9% | $6,712+47.8% |
| Admin fee / account holder | $40,491 | $12,406+226.4% | $10,767+276.1% | $11,409+254.9% |