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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 | $110,168 | $154,193-28.6% | $130,045-15.3% | $139,466-21.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.03% | 32.51%-21.5pp | -137.30%+148.3pp | 373.66%-362.6pp |
| Employer contribution / active EE | $2,383 | $5,292-55.0% | $4,321-44.8% | $4,754-49.9% |
| Participant deferral / active EE | $7,356 | $6,709+9.6% | $5,820+26.4% | $6,712+9.6% |
| Admin fee / account holder | $839 | $13,989-94.0% | $10,600-92.1% | $11,409-92.6% |