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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 | $86,618 | $132,634-34.7% | $115,768-25.2% | $137,256-36.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.35% | 160.70%-148.4pp | 100.46%-88.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,381 | $3,360-58.9% | $2,940-53.0% | $4,156-66.8% |
| Participant deferral / active EE | $1,726 | $5,619-69.3% | $4,917-64.9% | $6,407-73.1% |
| Admin fee / account holder | $6,762 | $15,028-55.0% | $12,439-45.6% | $12,270-44.9% |