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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 | $97,908 | $124,346-21.3% | $111,308-12.0% | $167,536-41.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.57% | 37.45%-23.9pp | 54.67%-41.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $5,588 | $3,437+62.6% | $2,732+104.6% | $4,839+15.5% |
| Participant deferral / active EE | $2,321 | $5,182-55.2% | $4,487-48.3% | $6,342-63.4% |
| Admin fee / account holder | $10,478 | $10,621-1.4% | $7,965+31.5% | $12,315-14.9% |