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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 | $99,056 | $124,346-20.3% | $111,306-11.0% | $167,553-40.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.70% | 37.46%-18.8pp | 54.67%-36.0pp | 478.89%-460.2pp |
| Employer contribution / active EE | $1,544 | $3,438-55.1% | $2,732-43.5% | $4,840-68.1% |
| Participant deferral / active EE | $2,568 | $5,182-50.4% | $4,488-42.8% | $6,343-59.5% |
| Admin fee / account holder | $907 | $10,623-91.5% | $7,966-88.6% | $12,316-92.6% |