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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 | $124,338 | $148,623-16.3% | $135,974-8.6% | $139,466-10.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.27% | 79.30%-61.0pp | 68.30%-50.0pp | 373.66%-355.4pp |
| Employer contribution / active EE | $2,972 | $5,246-43.4% | $4,859-38.8% | $4,754-37.5% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,615 | $12,406-62.8% | $10,767-57.1% | $11,409-59.5% |