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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 | $110,200 | $157,296-29.9% | $141,191-22.0% | $152,897-27.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.50% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $2,239 | $5,262-57.4% | $4,736-52.7% | $4,764-53.0% |
| Participant deferral / active EE | $7,224 | $7,111+1.6% | $6,710+7.7% | $5,851+23.5% |
| Admin fee / account holder | $3,181 | $12,125-73.8% | $10,264-69.0% | $11,599-72.6% |