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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 | $97,264 | $154,193-36.9% | $130,045-25.2% | $139,466-30.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.34% | 32.51%-18.2pp | -137.30%+151.6pp | 373.66%-359.3pp |
| Employer contribution / active EE | $3,337 | $5,292-36.9% | $4,321-22.8% | $4,754-29.8% |
| Participant deferral / active EE | $12,099 | $6,709+80.3% | $5,820+107.9% | $6,712+80.3% |
| Admin fee / account holder | $68,819 | $13,989+391.9% | $10,600+549.2% | $11,409+503.2% |