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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 | $178,269 | $157,296+13.3% | $141,191+26.3% | $152,897+16.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.28% | 64.34%-41.1pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $3,179 | $5,262-39.6% | $4,736-32.9% | $4,764-33.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,353 | $12,125-80.6% | $10,264-77.1% | $11,599-79.7% |