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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 | $126,280 | $157,276-19.7% | $141,177-10.6% | $152,885-17.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.04% | 64.33%-43.3pp | 71.40%-50.4pp | 345.39%-324.4pp |
| Employer contribution / active EE | $3,779 | $5,262-28.2% | $4,736-20.2% | $4,763-20.7% |
| Participant deferral / active EE | $6,636 | $7,110-6.7% | $6,710-1.1% | $5,851+13.4% |
| Admin fee / account holder | $19,602 | $12,123+61.7% | $10,263+91.0% | $11,598+69.0% |