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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 | $151,366 | $166,268-9.0% | $165,100-8.3% | $145,897+3.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.93% | 100.52%-85.6pp | 70.21%-55.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,784 | $5,284-66.2% | $4,348-59.0% | $4,663-61.7% |
| Participant deferral / active EE | $3,389 | $6,964-51.3% | $6,035-43.8% | $6,689-49.3% |
| Admin fee / account holder | $13,472 | $16,659-19.1% | $12,696+6.1% | $13,390+0.6% |