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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 | $126,481 | $148,629-14.9% | $135,982-7.0% | $139,487-9.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.59% | 79.33%-59.7pp | 68.32%-48.7pp | 373.84%-354.3pp |
| Employer contribution / active EE | $2,799 | $5,247-46.6% | $4,859-42.4% | $4,755-41.1% |
| Participant deferral / active EE | $5,857 | $8,102-27.7% | $7,760-24.5% | $6,713-12.7% |
| Admin fee / account holder | $3,981 | $12,406-67.9% | $10,767-63.0% | $11,407-65.1% |