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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 | $181,791 | $157,304+15.6% | $141,197+28.8% | $152,909+18.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.36% | 64.34%-33.0pp | 71.41%-40.0pp | 345.46%-314.1pp |
| Employer contribution / active EE | $2,646 | $5,263-49.7% | $4,736-44.1% | $4,764-44.5% |
| Participant deferral / active EE | $4,164 | $7,111-41.4% | $6,710-38.0% | $5,851-28.8% |
| Admin fee / account holder | $604 | $12,126-95.0% | $10,265-94.1% | $11,601-94.8% |