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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 | $185,129 | $227,399-18.6% | $189,758-2.4% | $198,609-6.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 28.52% | 61.03%-32.5pp | 52.62%-24.1pp | 202.70%-174.2pp |
| Employer contribution / active EE | $5,176 | $5,526-6.3% | $4,767+8.6% | $5,055+2.4% |
| Participant deferral / active EE | $4,944 | $6,837-27.7% | $5,856-15.6% | $6,977-29.1% |
| Admin fee / account holder | $11,503 | $25,162-54.3% | $20,388-43.6% | $19,030-39.6% |