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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 | $106,988 | $103,000+3.9% | $90,300+18.5% | $152,885-30.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.33% | 95.19%-82.9pp | 78.11%-65.8pp | 345.39%-333.1pp |
| Employer contribution / active EE | $1,656 | $3,138-47.2% | $2,854-42.0% | $4,763-65.2% |
| Participant deferral / active EE | $2,516 | $4,281-41.2% | $3,884-35.2% | $5,851-57.0% |
| Admin fee / account holder | $13,350 | $6,173+116.2% | $5,353+149.4% | $11,598+15.1% |