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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 | $92,645 | $157,304-41.1% | $141,197-34.4% | $152,909-39.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.31% | 64.34%-45.0pp | 71.41%-52.1pp | 345.46%-326.2pp |
| Employer contribution / active EE | $4,349 | $5,263-17.4% | $4,736-8.2% | $4,764-8.7% |
| Participant deferral / active EE | $6,641 | $7,111-6.6% | $6,710-1.0% | $5,851+13.5% |
| Admin fee / account holder | $1,172 | $12,126-90.3% | $10,265-88.6% | $11,601-89.9% |