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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 | $139,055 | $157,276-11.6% | $141,177-1.5% | $152,885-9.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.17% | 64.33%-48.2pp | 71.40%-55.2pp | 345.39%-329.2pp |
| Employer contribution / active EE | $2,647 | $5,262-49.7% | $4,736-44.1% | $4,763-44.4% |
| Participant deferral / active EE | $2,810 | $7,110-60.5% | $6,710-58.1% | $5,851-52.0% |
| Admin fee / account holder | $16,510 | $12,123+36.2% | $10,263+60.9% | $11,598+42.3% |