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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 | $130,298 | $157,304-17.2% | $141,197-7.7% | $152,909-14.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.76% | 64.34%-40.6pp | 71.41%-47.6pp | 345.46%-321.7pp |
| Employer contribution / active EE | $1,201 | $5,263-77.2% | $4,736-74.6% | $4,764-74.8% |
| Participant deferral / active EE | $5,485 | $7,111-22.9% | $6,710-18.3% | $5,851-6.3% |
| Admin fee / account holder | $16,916 | $12,126+39.5% | $10,265+64.8% | $11,601+45.8% |