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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 | $166,020-15.3% | $164,866-14.7% | $145,959-3.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.69% | 100.08%-77.4pp | 69.97%-47.3pp | 561.95%-539.3pp |
| Employer contribution / active EE | $3,786 | $5,275-28.2% | $4,343-12.8% | $4,661-18.8% |
| Participant deferral / active EE | $2,657 | $6,961-61.8% | $6,033-56.0% | $6,689-60.3% |
| Admin fee / account holder | $3,434 | $16,644-79.4% | $12,689-72.9% | $13,398-74.4% |