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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 | $128,678 | $103,000+24.9% | $90,300+42.5% | $152,885-15.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.02% | 95.19%-73.2pp | 78.11%-56.1pp | 345.39%-323.4pp |
| Employer contribution / active EE | $3,385 | $3,138+7.8% | $2,854+18.6% | $4,763-28.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,942 | $6,173-68.5% | $5,353-63.7% | $11,598-83.3% |