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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 | $134,096 | $157,276-14.7% | $141,177-5.0% | $152,885-12.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.15% | 64.33%-47.2pp | 71.40%-54.3pp | 345.39%-328.2pp |
| Employer contribution / active EE | $1,344 | $5,262-74.5% | $4,736-71.6% | $4,763-71.8% |
| Participant deferral / active EE | $4,837 | $7,110-32.0% | $6,710-27.9% | $5,851-17.3% |
| Admin fee / account holder | $21,157 | $12,123+74.5% | $10,263+106.1% | $11,598+82.4% |