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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 | $132,247 | $157,304-15.9% | $141,197-6.3% | $152,909-13.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.94% | 64.34%-44.4pp | 71.41%-51.5pp | 345.46%-325.5pp |
| Employer contribution / active EE | $5,628 | $5,263+6.9% | $4,736+18.8% | $4,764+18.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,142 | $12,126-74.1% | $10,265-69.4% | $11,601-72.9% |