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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 | $116,499 | $152,619-23.7% | $125,195-6.9% | $152,909-23.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.96% | 54.85%-34.9pp | 43.79%-23.8pp | 345.46%-325.5pp |
| Employer contribution / active EE | $5,093 | $4,947+2.9% | $3,866+31.7% | $4,764+6.9% |
| Participant deferral / active EE | $5,702 | $5,869-2.8% | $4,937+15.5% | $5,851-2.6% |
| Admin fee / account holder | $937 | $13,437-93.0% | $9,704-90.3% | $11,601-91.9% |