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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 | $150,068 | $154,159-2.7% | $130,026+15.4% | $139,456+7.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.48% | 32.50%-20.0pp | -137.26%+149.7pp | 373.45%-361.0pp |
| Employer contribution / active EE | $2,617 | $5,292-50.5% | $4,321-39.4% | $4,753-44.9% |
| Participant deferral / active EE | $3,213 | $6,710-52.1% | $5,821-44.8% | $6,711-52.1% |
| Admin fee / account holder | $16,718 | $14,001+19.4% | $10,608+57.6% | $11,407+46.6% |