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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 | $99,626 | $115,810-14.0% | $101,271-1.6% | $158,966-37.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.57% | 56.15%-42.6pp | 46.48%-32.9pp | 302.95%-289.4pp |
| Employer contribution / active EE | $1,477 | $4,175-64.6% | $3,660-59.7% | $4,762-69.0% |
| Participant deferral / active EE | $2,997 | $4,958-39.6% | $4,371-31.4% | $5,983-49.9% |
| Admin fee / account holder | $7,416 | $7,248+2.3% | $5,948+24.7% | $11,250-34.1% |