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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 | $109,128 | $118,695-8.1% | $98,916+10.3% | $158,950-31.3% |
| Participation rate | 93.8% | 77.8%+15.9pp | 76.0%+17.7pp | 82.0%+11.8pp |
| Annual return | 15.35% | 372.39%-357.0pp | 196.45%-181.1pp | 302.91%-287.6pp |
| Employer contribution / active EE | $1,557 | $3,333-53.3% | $2,689-42.1% | $4,762-67.3% |
| Participant deferral / active EE | $4,187 | $5,088-17.7% | $4,245-1.4% | $5,983-30.0% |
| Admin fee / account holder | $319 | $10,132-96.9% | $6,642-95.2% | $11,248-97.2% |