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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 | $130,826 | $157,276-16.8% | $141,177-7.3% | $152,885-14.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.79% | 64.33%-44.5pp | 71.40%-51.6pp | 345.39%-325.6pp |
| Employer contribution / active EE | $1,558 | $5,262-70.4% | $4,736-67.1% | $4,763-67.3% |
| Participant deferral / active EE | $7,838 | $7,110+10.2% | $6,710+16.8% | $5,851+34.0% |
| Admin fee / account holder | $135,726 | $12,123+1019.6% | $10,263+1222.5% | $11,598+1070.2% |