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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 | $100,111 | $157,296-36.4% | $141,191-29.1% | $152,897-34.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.36% | 64.34%-41.0pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $3,362 | $5,262-36.1% | $4,736-29.0% | $4,764-29.4% |
| Participant deferral / active EE | $4,666 | $7,111-34.4% | $6,710-30.5% | $5,851-20.3% |
| Admin fee / account holder | $2,498 | $12,125-79.4% | $10,264-75.7% | $11,599-78.5% |