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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 | $140,587 | $166,131-15.4% | $164,975-14.8% | $145,877-3.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.69% | 100.37%-77.7pp | 70.12%-47.4pp | 551.28%-528.6pp |
| Employer contribution / active EE | $3,786 | $5,276-28.2% | $4,343-12.8% | $4,663-18.8% |
| Participant deferral / active EE | $2,657 | $6,962-61.8% | $6,033-56.0% | $6,691-60.3% |
| Admin fee / account holder | $3,434 | $16,648-79.4% | $12,688-72.9% | $13,402-74.4% |