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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 | $120,604 | $157,304-23.3% | $141,197-14.6% | $152,909-21.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.58% | 64.34%-37.8pp | 71.41%-44.8pp | 345.46%-318.9pp |
| Employer contribution / active EE | $2,500 | $5,263-52.5% | $4,736-47.2% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,442 | $12,126-71.6% | $10,265-66.5% | $11,601-70.3% |