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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 | $142,421 | $157,304-9.5% | $141,197+0.9% | $152,909-6.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.27% | 64.34%-41.1pp | 71.41%-48.1pp | 345.46%-322.2pp |
| Employer contribution / active EE | $5,841 | $5,263+11.0% | $4,736+23.3% | $4,764+22.6% |
| Participant deferral / active EE | $6,547 | $7,111-7.9% | $6,710-2.4% | $5,851+11.9% |
| Admin fee / account holder | $2,378 | $12,126-80.4% | $10,265-76.8% | $11,601-79.5% |