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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 | $127,699 | $154,209-17.2% | $130,062-1.8% | $139,487-8.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.24% | 32.52%-12.3pp | -137.37%+157.6pp | 373.84%-353.6pp |
| Employer contribution / active EE | $2,976 | $5,292-43.8% | $4,322-31.1% | $4,755-37.4% |
| Participant deferral / active EE | $4,739 | $6,709-29.4% | $5,821-18.6% | $6,713-29.4% |
| Admin fee / account holder | $4,628 | $13,988-66.9% | $10,601-56.3% | $11,407-59.4% |