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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 | $114,242 | $154,193-25.9% | $130,045-12.2% | $139,466-18.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.02% | 32.51%-16.5pp | -137.30%+153.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $3,699 | $5,292-30.1% | $4,321-14.4% | $4,754-22.2% |
| Participant deferral / active EE | $11,069 | $6,709+65.0% | $5,820+90.2% | $6,712+64.9% |
| Admin fee / account holder | $42,932 | $13,989+206.9% | $10,600+305.0% | $11,409+276.3% |