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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 | $129,814 | $157,304-17.5% | $141,197-8.1% | $152,909-15.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.40% | 64.34%-43.9pp | 71.41%-51.0pp | 345.46%-325.1pp |
| Employer contribution / active EE | $3,526 | $5,263-33.0% | $4,736-25.5% | $4,764-26.0% |
| Participant deferral / active EE | $7,968 | $7,111+12.1% | $6,710+18.7% | $5,851+36.2% |
| Admin fee / account holder | $9,174 | $12,126-24.3% | $10,265-10.6% | $11,601-20.9% |