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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 | $134,718 | $183,516-26.6% | $155,534-13.4% | $145,884-7.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.24% | 61.43%-42.2pp | 64.92%-45.7pp | 551.85%-532.6pp |
| Employer contribution / active EE | $1,959 | $5,315-63.1% | $4,675-58.1% | $4,662-58.0% |
| Participant deferral / active EE | $4,800 | $6,467-25.8% | $5,630-14.7% | $6,690-28.2% |
| Admin fee / account holder | $1,192 | $19,293-93.8% | $15,900-92.5% | $13,392-91.1% |