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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 | $127,459 | $154,193-17.3% | $130,045-2.0% | $139,466-8.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.57% | 32.51%-16.9pp | -137.30%+152.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $3,182 | $5,292-39.9% | $4,321-26.4% | $4,754-33.1% |
| Participant deferral / active EE | $6,429 | $6,709-4.2% | $5,820+10.5% | $6,712-4.2% |
| Admin fee / account holder | $1,009 | $13,989-92.8% | $10,600-90.5% | $11,409-91.2% |