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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 | $113,756 | $125,184-9.1% | $105,607+7.7% | $145,884-22.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.98% | 225.00%-213.0pp | 116.11%-104.1pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,649 | $3,720-55.7% | $3,167-47.9% | $4,662-64.6% |
| Participant deferral / active EE | $4,579 | $5,714-19.9% | $5,011-8.6% | $6,690-31.6% |
| Admin fee / account holder | $2,745 | $17,133-84.0% | $10,958-75.0% | $13,392-79.5% |