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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 | $104,103 | $157,296-33.8% | $141,191-26.3% | $152,897-31.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.69% | 64.34%-49.7pp | 71.41%-56.7pp | 345.43%-330.7pp |
| Employer contribution / active EE | $3,853 | $5,262-26.8% | $4,736-18.6% | $4,764-19.1% |
| Participant deferral / active EE | $9,106 | $7,111+28.1% | $6,710+35.7% | $5,851+55.6% |
| Admin fee / account holder | $2,256 | $12,125-81.4% | $10,264-78.0% | $11,599-80.6% |