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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 | $124,315 | $157,296-21.0% | $141,191-12.0% | $152,897-18.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.58% | 64.34%-39.8pp | 71.41%-46.8pp | 345.43%-320.9pp |
| Employer contribution / active EE | $3,284 | $5,262-37.6% | $4,736-30.7% | $4,764-31.1% |
| Participant deferral / active EE | $9,427 | $7,111+32.6% | $6,710+40.5% | $5,851+61.1% |
| Admin fee / account holder | $5,579 | $12,125-54.0% | $10,264-45.6% | $11,599-51.9% |