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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 | $152,385 | $166,242-8.3% | $165,071-7.7% | $145,884+4.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.00% | 100.44%-84.4pp | 70.17%-54.2pp | 551.85%-535.8pp |
| Employer contribution / active EE | $4,348 | $5,283-17.7% | $4,3470% | $4,662-6.7% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,221 | $16,658-86.7% | $12,695-82.5% | $13,392-83.4% |