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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 | $152,524 | $157,304-3.0% | $141,197+8.0% | $152,909-0.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.47% | 64.34%-41.9pp | 71.41%-48.9pp | 345.46%-323.0pp |
| Employer contribution / active EE | $3,323 | $5,263-36.9% | $4,736-29.8% | $4,764-30.2% |
| Participant deferral / active EE | $2,405 | $7,111-66.2% | $6,710-64.2% | $5,851-58.9% |
| Admin fee / account holder | $4,532 | $12,126-62.6% | $10,265-55.9% | $11,601-60.9% |