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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 | $80,957 | $108,897-25.7% | $100,378-19.3% | $145,877-44.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.08% | 58.17%-47.1pp | 49.41%-38.3pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,833 | $4,420-58.5% | $3,942-53.5% | $4,663-60.7% |
| Participant deferral / active EE | $3,914 | $8,455-53.7% | $8,087-51.6% | $6,691-41.5% |
| Admin fee / account holder | $452 | $9,690-95.3% | $7,899-94.3% | $13,402-96.6% |