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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 | $107,937 | $157,304-31.4% | $141,197-23.6% | $152,909-29.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.10% | 64.34%-40.2pp | 71.41%-47.3pp | 345.46%-321.4pp |
| Employer contribution / active EE | $4,903 | $5,263-6.8% | $4,736+3.5% | $4,764+2.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,253 | $12,126-73.2% | $10,265-68.3% | $11,601-72.0% |