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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 | $103,591 | $157,304-34.1% | $141,197-26.6% | $152,909-32.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.99% | 64.34%-45.4pp | 71.41%-52.4pp | 345.46%-326.5pp |
| Employer contribution / active EE | $5,051 | $5,263-4.0% | $4,736+6.6% | $4,764+6.0% |
| Participant deferral / active EE | $4,953 | $7,111-30.4% | $6,710-26.2% | $5,851-15.4% |
| Admin fee / account holder | $10,380 | $12,126-14.4% | $10,265+1.1% | $11,601-10.5% |