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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 | $119,788 | $157,276-23.8% | $141,177-15.2% | $152,885-21.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.14% | 64.33%-43.2pp | 71.40%-50.3pp | 345.39%-324.3pp |
| Employer contribution / active EE | $2,376 | $5,262-54.8% | $4,736-49.8% | $4,763-50.1% |
| Participant deferral / active EE | $5,250 | $7,110-26.2% | $6,710-21.8% | $5,851-10.3% |
| Admin fee / account holder | $4,381 | $12,123-63.9% | $10,263-57.3% | $11,598-62.2% |