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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 | $81,888 | $86,298-5.1% | $111,308-26.4% | $85,847-4.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 18.43% | 19.99%-1.6pp | 54.67%-36.2pp | 318.61%-300.2pp |
| Employer contribution / active EE | $3,009 | $2,044+47.2% | $2,732+10.1% | $2,565+17.3% |
| Participant deferral / active EE | $5,146 | $3,641+41.4% | $4,487+14.7% | $3,952+30.2% |
| Admin fee / account holder | $1,596 | $8,189-80.5% | $7,965-80.0% | $6,261-74.5% |