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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 | $115,580 | $166,089-30.4% | $164,928-29.9% | $145,978-20.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.24% | 100.26%-85.0pp | 70.08%-54.8pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,005 | $5,276-62.0% | $4,343-53.8% | $4,662-57.0% |
| Participant deferral / active EE | $7,137 | $6,961+2.5% | $6,034+18.3% | $6,690+6.7% |
| Admin fee / account holder | $131,770 | $16,641+691.9% | $12,684+938.8% | $13,400+883.3% |