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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 | $138,191 | $157,296-12.1% | $141,191-2.1% | $152,897-9.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.62% | 64.34%-39.7pp | 71.41%-46.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $3,638 | $5,262-30.9% | $4,736-23.2% | $4,764-23.6% |
| Participant deferral / active EE | $6,559 | $7,111-7.8% | $6,710-2.3% | $5,851+12.1% |
| Admin fee / account holder | $14,306 | $12,125+18.0% | $10,264+39.4% | $11,599+23.3% |