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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 | $153,539 | $157,304-2.4% | $141,197+8.7% | $152,909+0.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.67% | 64.34%-45.7pp | 71.41%-52.7pp | 345.46%-326.8pp |
| Employer contribution / active EE | $1,863 | $5,263-64.6% | $4,736-60.7% | $4,764-60.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,129 | $12,126-49.5% | $10,265-40.3% | $11,601-47.2% |