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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 | $165,913 | $225,673-26.5% | $203,872-18.6% | $155,188+6.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 19.35% | 95.91%-76.6pp | 85.11%-65.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $3,243 | $4,099-20.9% | $3,757-13.7% | $4,248-23.7% |
| Participant deferral / active EE | $5,820 | $6,893-15.6% | $6,388-8.9% | $6,531-10.9% |
| Admin fee / account holder | $3,098 | $12,327-74.9% | $11,730-73.6% | $14,480-78.6% |