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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 | $125,662 | $157,304-20.1% | $141,197-11.0% | $152,909-17.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.73% | 64.34%-37.6pp | 71.41%-44.7pp | 345.46%-318.7pp |
| Employer contribution / active EE | $7,403 | $5,263+40.7% | $4,736+56.3% | $4,764+55.4% |
| Participant deferral / active EE | $7,542 | $7,111+6.1% | $6,710+12.4% | $5,851+28.9% |
| Admin fee / account holder | $6,517 | $12,126-46.3% | $10,265-36.5% | $11,601-43.8% |