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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 | $126,233 | $152,619-17.3% | $125,195+0.8% | $152,909-17.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.13% | 54.85%-34.7pp | 43.79%-23.7pp | 345.46%-325.3pp |
| Employer contribution / active EE | $3,942 | $4,947-20.3% | $3,866+2.0% | $4,764-17.2% |
| Participant deferral / active EE | $9,205 | $5,869+56.8% | $4,937+86.4% | $5,851+57.3% |
| Admin fee / account holder | $4,614 | $13,437-65.7% | $9,704-52.5% | $11,601-60.2% |