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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 | $110,565 | $157,296-29.7% | $141,191-21.7% | $152,897-27.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.37% | 64.34%-41.0pp | 71.41%-48.0pp | 345.43%-322.1pp |
| Employer contribution / active EE | $3,476 | $5,262-33.9% | $4,736-26.6% | $4,764-27.0% |
| Participant deferral / active EE | $8,084 | $7,111+13.7% | $6,710+20.5% | $5,851+38.2% |
| Admin fee / account holder | $11,285 | $12,125-6.9% | $10,264+9.9% | $11,599-2.7% |