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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 | $154,132 | $166,242-7.3% | $165,071-6.6% | $145,884+5.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.54% | 100.44%-89.9pp | 70.17%-59.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,200 | $5,283-58.4% | $4,347-49.4% | $4,662-52.8% |
| Participant deferral / active EE | $5,123 | $6,964-26.4% | $6,035-15.1% | $6,690-23.4% |
| Admin fee / account holder | $22,021 | $16,658+32.2% | $12,695+73.5% | $13,392+64.4% |