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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 | $100,028 | $157,304-36.4% | $141,197-29.2% | $152,909-34.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.37% | 64.34%-48.0pp | 71.41%-55.0pp | 345.46%-329.1pp |
| Employer contribution / active EE | $3,891 | $5,263-26.1% | $4,736-17.9% | $4,764-18.3% |
| Participant deferral / active EE | $5,267 | $7,111-25.9% | $6,710-21.5% | $5,851-10.0% |
| Admin fee / account holder | $11,842 | $12,126-2.3% | $10,265+15.4% | $11,601+2.1% |