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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 | $115,130 | $157,304-26.8% | $141,197-18.5% | $152,909-24.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.00% | 64.34%-49.3pp | 71.41%-56.4pp | 345.46%-330.5pp |
| Employer contribution / active EE | $2,118 | $5,263-59.8% | $4,736-55.3% | $4,764-55.5% |
| Participant deferral / active EE | $2,737 | $7,111-61.5% | $6,710-59.2% | $5,851-53.2% |
| Admin fee / account holder | $32,014 | $12,126+164.0% | $10,265+211.9% | $11,601+176.0% |