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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 | $123,211 | $148,623-17.1% | $135,974-9.4% | $139,466-11.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.06% | 79.30%-56.2pp | 68.30%-45.2pp | 373.66%-350.6pp |
| Employer contribution / active EE | $2,929 | $5,246-44.2% | $4,859-39.7% | $4,754-38.4% |
| Participant deferral / active EE | $6,048 | $8,103-25.4% | $7,760-22.1% | $6,712-9.9% |
| Admin fee / account holder | $622 | $12,406-95.0% | $10,767-94.2% | $11,409-94.5% |