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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 | $157,270-2.4% | $141,173+8.8% | $152,870+0.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.67% | 64.33%-45.7pp | 71.40%-52.7pp | 345.34%-326.7pp |
| Employer contribution / active EE | $1,863 | $5,261-64.6% | $4,735-60.7% | $4,763-60.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $6,129 | $12,121-49.4% | $10,262-40.3% | $11,597-47.1% |