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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 | $122,291 | $157,304-22.3% | $141,197-13.4% | $152,909-20.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.32% | 64.34%-40.0pp | 71.41%-47.1pp | 345.46%-321.1pp |
| Employer contribution / active EE | $1,705 | $5,263-67.6% | $4,736-64.0% | $4,764-64.2% |
| Participant deferral / active EE | $6,527 | $7,111-8.2% | $6,710-2.7% | $5,851+11.6% |
| Admin fee / account holder | $11,497 | $12,126-5.2% | $10,265+12.0% | $11,601-0.9% |