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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 | $127,988 | $157,304-18.6% | $141,197-9.4% | $152,909-16.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.47% | 64.34%-46.9pp | 71.41%-53.9pp | 345.46%-328.0pp |
| Employer contribution / active EE | $1,948 | $5,263-63.0% | $4,736-58.9% | $4,764-59.1% |
| Participant deferral / active EE | $8,494 | $7,111+19.5% | $6,710+26.6% | $5,851+45.2% |
| Admin fee / account holder | $1,868 | $12,126-84.6% | $10,265-81.8% | $11,601-83.9% |