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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 | $135,051 | $166,089-18.7% | $164,928-18.1% | $145,978-7.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.65% | 100.26%-75.6pp | 70.08%-45.4pp | 550.52%-525.9pp |
| Employer contribution / active EE | $3,667 | $5,276-30.5% | $4,343-15.6% | $4,662-21.3% |
| Participant deferral / active EE | $5,728 | $6,961-17.7% | $6,034-5.1% | $6,690-14.4% |
| Admin fee / account holder | $22,502 | $16,641+35.2% | $12,684+77.4% | $13,400+67.9% |