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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 | $117,813 | $154,209-23.6% | $130,062-9.4% | $139,487-15.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 32.52%-19.4pp | -137.37%+150.5pp | 373.84%-360.7pp |
| Employer contribution / active EE | $2,630 | $5,292-50.3% | $4,322-39.1% | $4,755-44.7% |
| Participant deferral / active EE | $17,942 | $6,709+167.4% | $5,821+208.2% | $6,713+167.3% |
| Admin fee / account holder | $30,244 | $13,988+116.2% | $10,601+185.3% | $11,407+165.1% |