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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 | $80,921 | $105,200-23.1% | $159,474-49.3% | $85,847-5.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.95% | 45.08%-28.1pp | 263.68%-246.7pp | 318.61%-301.7pp |
| Employer contribution / active EE | $2,089 | $3,319-37.0% | $4,831-56.7% | $2,565-18.6% |
| Participant deferral / active EE | $3,805 | $5,946-36.0% | $7,353-48.3% | $3,952-3.7% |
| Admin fee / account holder | $1,830 | $6,934-73.6% | $10,802-83.1% | $6,261-70.8% |