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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 | $129,022 | $157,304-18.0% | $141,197-8.6% | $152,909-15.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.45% | 64.34%-35.9pp | 71.41%-43.0pp | 345.46%-317.0pp |
| Employer contribution / active EE | $2,992 | $5,263-43.1% | $4,736-36.8% | $4,764-37.2% |
| Participant deferral / active EE | $4,470 | $7,111-37.1% | $6,710-33.4% | $5,851-23.6% |
| Admin fee / account holder | $630 | $12,126-94.8% | $10,265-93.9% | $11,601-94.6% |