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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 | $128,897 | $157,304-18.1% | $141,197-8.7% | $152,909-15.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.78% | 64.34%-41.6pp | 71.41%-48.6pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,181 | $5,263-58.6% | $4,736-53.9% | $4,764-54.2% |
| Participant deferral / active EE | $6,969 | $7,111-2.0% | $6,710+3.9% | $5,851+19.1% |
| Admin fee / account holder | $338 | $12,126-97.2% | $10,265-96.7% | $11,601-97.1% |