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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 | $93,189 | $105,145-11.4% | $94,664-1.6% | $139,466-33.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.85% | 38.09%-22.2pp | 156.84%-141.0pp | 373.66%-357.8pp |
| Employer contribution / active EE | $4,411 | $4,107+7.4% | $3,673+20.1% | $4,754-7.2% |
| Participant deferral / active EE | $4,352 | $7,599-42.7% | $7,417-41.3% | $6,712-35.2% |
| Admin fee / account holder | $1,445 | $8,972-83.9% | $7,222-80.0% | $11,409-87.3% |