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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 | $122,403 | $124,346-1.6% | $111,306+10.0% | $167,553-26.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.00% | 37.46%-21.5pp | 54.67%-38.7pp | 478.89%-462.9pp |
| Employer contribution / active EE | $1,633 | $3,438-52.5% | $2,732-40.2% | $4,840-66.3% |
| Participant deferral / active EE | $4,176 | $5,182-19.4% | $4,488-6.9% | $6,343-34.2% |
| Admin fee / account holder | $497 | $10,623-95.3% | $7,966-93.8% | $12,316-96.0% |