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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 | $123,056 | $157,304-21.8% | $141,197-12.8% | $152,909-19.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.91% | 64.34%-43.4pp | 71.41%-50.5pp | 345.46%-324.6pp |
| Employer contribution / active EE | $4,559 | $5,263-13.4% | $4,736-3.7% | $4,764-4.3% |
| Participant deferral / active EE | $6,018 | $7,111-15.4% | $6,710-10.3% | $5,851+2.9% |
| Admin fee / account holder | $2,202 | $12,126-81.8% | $10,265-78.5% | $11,601-81.0% |