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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 | $135,835 | $157,296-13.6% | $141,191-3.8% | $152,897-11.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.78% | 64.34%-44.6pp | 71.41%-51.6pp | 345.43%-325.7pp |
| Employer contribution / active EE | $5,924 | $5,262+12.6% | $4,736+25.1% | $4,764+24.4% |
| Participant deferral / active EE | $5,207 | $7,111-26.8% | $6,710-22.4% | $5,851-11.0% |
| Admin fee / account holder | $1,382 | $12,125-88.6% | $10,264-86.5% | $11,599-88.1% |