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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 | $131,124 | $148,558-11.7% | $135,925-3.5% | $139,427-6.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.13% | 79.22%-56.1pp | 68.25%-45.1pp | 373.27%-350.1pp |
| Employer contribution / active EE | $3,234 | $5,244-38.3% | $4,857-33.4% | $4,752-31.9% |
| Participant deferral / active EE | $4,837 | $8,101-40.3% | $7,759-37.7% | $6,711-27.9% |
| Admin fee / account holder | $1,638 | $12,401-86.8% | $10,764-84.8% | $11,404-85.6% |