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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 | $105,576 | $148,623-29.0% | $135,974-22.4% | $139,466-24.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.89% | 79.30%-57.4pp | 68.30%-46.4pp | 373.66%-351.8pp |
| Employer contribution / active EE | $2,102 | $5,246-59.9% | $4,859-56.7% | $4,754-55.8% |
| Participant deferral / active EE | $4,914 | $8,103-39.4% | $7,760-36.7% | $6,712-26.8% |
| Admin fee / account holder | $793 | $12,406-93.6% | $10,767-92.6% | $11,409-93.0% |