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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 | $101,180 | $157,304-35.7% | $141,197-28.3% | $152,909-33.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.65% | 64.34%-42.7pp | 71.41%-49.8pp | 345.46%-323.8pp |
| Employer contribution / active EE | $2,905 | $5,263-44.8% | $4,736-38.7% | $4,764-39.0% |
| Participant deferral / active EE | $6,494 | $7,111-8.7% | $6,710-3.2% | $5,851+11.0% |
| Admin fee / account holder | $891 | $12,126-92.7% | $10,265-91.3% | $11,601-92.3% |