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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 | $119,789 | $157,296-23.8% | $141,191-15.2% | $152,897-21.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.03% | 64.34%-34.3pp | 71.41%-41.4pp | 345.43%-315.4pp |
| Employer contribution / active EE | $2,857 | $5,262-45.7% | $4,736-39.7% | $4,764-40.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24,534 | $12,125+102.3% | $10,264+139.0% | $11,599+111.5% |