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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 | $107,148 | $157,304-31.9% | $141,197-24.1% | $152,909-29.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.03% | 64.34%-45.3pp | 71.41%-52.4pp | 345.46%-326.4pp |
| Employer contribution / active EE | $2,281 | $5,263-56.6% | $4,736-51.8% | $4,764-52.1% |
| Participant deferral / active EE | $7,963 | $7,111+12.0% | $6,710+18.7% | $5,851+36.1% |
| Admin fee / account holder | $32,102 | $12,126+164.7% | $10,265+212.7% | $11,601+176.7% |