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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 | $96,493 | $157,304-38.7% | $141,197-31.7% | $152,909-36.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.76% | 64.34%-40.6pp | 71.41%-47.6pp | 345.46%-321.7pp |
| Employer contribution / active EE | $1,906 | $5,263-63.8% | $4,736-59.8% | $4,764-60.0% |
| Participant deferral / active EE | $14,740 | $7,111+107.3% | $6,710+119.7% | $5,851+151.9% |
| Admin fee / account holder | $3,505 | $12,126-71.1% | $10,265-65.9% | $11,601-69.8% |