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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 | $134,364 | $157,304-14.6% | $141,197-4.8% | $152,909-12.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.60% | 64.34%-45.7pp | 71.41%-52.8pp | 345.46%-326.9pp |
| Employer contribution / active EE | $6,900 | $5,263+31.1% | $4,736+45.7% | $4,764+44.8% |
| Participant deferral / active EE | $9,082 | $7,111+27.7% | $6,710+35.3% | $5,851+55.2% |
| Admin fee / account holder | $2,733 | $12,126-77.5% | $10,265-73.4% | $11,601-76.4% |