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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 | $76,172 | $154,193-50.6% | $130,045-41.4% | $139,466-45.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.17% | 32.51%-16.3pp | -137.30%+153.5pp | 373.66%-357.5pp |
| Employer contribution / active EE | $4,126 | $5,292-22.0% | $4,321-4.5% | $4,754-13.2% |
| Participant deferral / active EE | $3,507 | $6,709-47.7% | $5,820-39.7% | $6,712-47.7% |
| Admin fee / account holder | $1,629 | $13,989-88.4% | $10,600-84.6% | $11,409-85.7% |