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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 | $166,876 | $227,399-26.6% | $189,758-12.1% | $198,609-16.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.77% | 61.03%-41.3pp | 52.62%-32.9pp | 202.70%-182.9pp |
| Employer contribution / active EE | $3,279 | $5,526-40.7% | $4,767-31.2% | $5,055-35.1% |
| Participant deferral / active EE | $5,181 | $6,837-24.2% | $5,856-11.5% | $6,977-25.7% |
| Admin fee / account holder | $1,058 | $25,162-95.8% | $20,388-94.8% | $19,030-94.4% |