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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 | $135,623 | $157,304-13.8% | $141,197-3.9% | $152,909-11.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.33% | 64.34%-45.0pp | 71.41%-52.1pp | 345.46%-326.1pp |
| Employer contribution / active EE | $2,148 | $5,263-59.2% | $4,736-54.6% | $4,764-54.9% |
| Participant deferral / active EE | $6,568 | $7,111-7.6% | $6,710-2.1% | $5,851+12.2% |
| Admin fee / account holder | $996 | $12,126-91.8% | $10,265-90.3% | $11,601-91.4% |