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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 | $110,516 | $154,754-28.6% | $124,206-11.0% | $138,895-20.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 11.15% | 709.28%-698.1pp | 515.27%-504.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,845 | $4,446-58.5% | $3,540-47.9% | $4,194-56.0% |
| Participant deferral / active EE | $1,370 | $4,621-70.4% | $3,968-65.5% | $6,396-78.6% |
| Admin fee / account holder | $2,034 | $6,690-69.6% | $5,929-65.7% | $12,562-83.8% |