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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 | $127,913 | $157,296-18.7% | $141,191-9.4% | $152,897-16.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.21% | 64.34%-46.1pp | 71.41%-53.2pp | 345.43%-327.2pp |
| Employer contribution / active EE | $2,873 | $5,262-45.4% | $4,736-39.3% | $4,764-39.7% |
| Participant deferral / active EE | $16,649 | $7,111+134.1% | $6,710+148.1% | $5,851+184.5% |
| Admin fee / account holder | $1,235 | $12,125-89.8% | $10,264-88.0% | $11,599-89.4% |