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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 | $100,070 | $157,276-36.4% | $141,177-29.1% | $152,885-34.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.00% | 64.33%-45.3pp | 71.40%-52.4pp | 345.39%-326.4pp |
| Employer contribution / active EE | $2,054 | $5,262-61.0% | $4,736-56.6% | $4,763-56.9% |
| Participant deferral / active EE | $7,841 | $7,110+10.3% | $6,710+16.9% | $5,851+34.0% |
| Admin fee / account holder | $22,732 | $12,123+87.5% | $10,263+121.5% | $11,598+96.0% |