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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 | $94,715 | $115,814-18.2% | $101,275-6.5% | $158,982-40.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.10% | 56.16%-43.1pp | 46.48%-33.4pp | 302.99%-289.9pp |
| Employer contribution / active EE | $2,200 | $4,176-47.3% | $3,660-39.9% | $4,763-53.8% |
| Participant deferral / active EE | $3,749 | $4,958-24.4% | $4,371-14.2% | $5,983-37.3% |
| Admin fee / account holder | $512 | $7,249-92.9% | $5,948-91.4% | $11,252-95.4% |