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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 | $129,271 | $183,592-29.6% | $155,567-16.9% | $145,959-11.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.90% | 61.24%-44.3pp | 64.74%-47.8pp | 561.95%-545.1pp |
| Employer contribution / active EE | $3,133 | $5,315-41.0% | $4,674-33.0% | $4,661-32.8% |
| Participant deferral / active EE | $7,082 | $6,464+9.6% | $5,628+25.8% | $6,689+5.9% |
| Admin fee / account holder | $40,459 | $19,318+109.4% | $15,916+154.2% | $13,398+202.0% |