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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 | $106,502 | $150,197-29.1% | $120,368-11.5% | $145,959-27.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.74% | 154.26%-136.5pp | 107.26%-89.5pp | 561.95%-544.2pp |
| Employer contribution / active EE | $2,029 | $4,350-53.4% | $3,465-41.4% | $4,661-56.5% |
| Participant deferral / active EE | $8,302 | $6,174+34.5% | $4,991+66.3% | $6,689+24.1% |
| Admin fee / account holder | $2,458 | $12,216-79.9% | $9,429-73.9% | $13,398-81.7% |