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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 | $140,791 | $157,304-10.5% | $141,197-0.3% | $152,909-7.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.27% | 64.34%-44.1pp | 71.41%-51.1pp | 345.46%-325.2pp |
| Employer contribution / active EE | $4,470 | $5,263-15.1% | $4,736-5.6% | $4,764-6.2% |
| Participant deferral / active EE | $6,995 | $7,111-1.6% | $6,710+4.2% | $5,851+19.5% |
| Admin fee / account holder | $1,010 | $12,126-91.7% | $10,265-90.2% | $11,601-91.3% |