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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 | $106,233 | $176,402-39.8% | $134,162-20.8% | $158,982-33.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.99% | 63.66%-45.7pp | 36.35%-18.4pp | 302.99%-285.0pp |
| Employer contribution / active EE | $2,231 | $5,042-55.8% | $3,705-39.8% | $4,763-53.2% |
| Participant deferral / active EE | $5,602 | $4,093+36.9% | $3,500+60.1% | $5,983-6.4% |
| Admin fee / account holder | $429 | $8,719-95.1% | $6,685-93.6% | $11,252-96.2% |