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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 | $137,705 | $154,209-10.7% | $130,062+5.9% | $139,487-1.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.46% | 32.52%-18.1pp | -137.37%+151.8pp | 373.84%-359.4pp |
| Employer contribution / active EE | $2,041 | $5,292-61.4% | $4,322-52.8% | $4,755-57.1% |
| Participant deferral / active EE | $4,736 | $6,709-29.4% | $5,821-18.6% | $6,713-29.4% |
| Admin fee / account holder | $1,621 | $13,988-88.4% | $10,601-84.7% | $11,407-85.8% |