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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 | $112,539 | $154,209-27.0% | $130,062-13.5% | $139,487-19.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.25% | 32.52%-16.3pp | -137.37%+153.6pp | 373.84%-357.6pp |
| Employer contribution / active EE | $1,766 | $5,292-66.6% | $4,322-59.1% | $4,755-62.9% |
| Participant deferral / active EE | $3,857 | $6,709-42.5% | $5,821-33.7% | $6,713-42.5% |
| Admin fee / account holder | $814 | $13,988-94.2% | $10,601-92.3% | $11,407-92.9% |