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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 | $125,989 | $152,592-17.4% | $125,180+0.6% | $152,885-17.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.22% | 54.84%-37.6pp | 43.79%-26.6pp | 345.39%-328.2pp |
| Employer contribution / active EE | $2,562 | $4,947-48.2% | $3,866-33.7% | $4,763-46.2% |
| Participant deferral / active EE | $6,779 | $5,868+15.5% | $4,937+37.3% | $5,851+15.9% |
| Admin fee / account holder | $2,454 | $13,435-81.7% | $9,703-74.7% | $11,598-78.8% |