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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 | $102,074 | $157,304-35.1% | $141,197-27.7% | $152,909-33.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.52% | 64.34%-45.8pp | 71.41%-52.9pp | 345.46%-326.9pp |
| Employer contribution / active EE | $6,627 | $5,263+25.9% | $4,736+39.9% | $4,764+39.1% |
| Participant deferral / active EE | $6,286 | $7,111-11.6% | $6,710-6.3% | $5,851+7.4% |
| Admin fee / account holder | $1,993 | $12,126-83.6% | $10,265-80.6% | $11,601-82.8% |