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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 | $126,358 | $162,821-22.4% | $133,978-5.7% | $158,982-20.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.67% | 41.95%-24.3pp | 45.10%-27.4pp | 302.99%-285.3pp |
| Employer contribution / active EE | $3,636 | $4,976-26.9% | $3,919-7.2% | $4,763-23.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,103 | $11,742+20.1% | $8,930+57.9% | $11,252+25.3% |