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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 | $102,109 | $157,304-35.1% | $141,197-27.7% | $152,909-33.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.20% | 64.34%-39.1pp | 71.41%-46.2pp | 345.46%-320.3pp |
| Employer contribution / active EE | $5,436 | $5,263+3.3% | $4,736+14.8% | $4,764+14.1% |
| Participant deferral / active EE | $5,250 | $7,111-26.2% | $6,710-21.8% | $5,851-10.3% |
| Admin fee / account holder | $1,324 | $12,126-89.1% | $10,265-87.1% | $11,601-88.6% |