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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 | $129,233 | $157,276-17.8% | $141,177-8.5% | $152,885-15.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.82% | 64.33%-37.5pp | 71.40%-44.6pp | 345.39%-318.6pp |
| Employer contribution / active EE | $2,975 | $5,262-43.5% | $4,736-37.2% | $4,763-37.5% |
| Participant deferral / active EE | $13,664 | $7,110+92.2% | $6,710+103.6% | $5,851+133.5% |
| Admin fee / account holder | $2,215 | $12,123-81.7% | $10,263-78.4% | $11,598-80.9% |